Levi Pettit
Managing Partner at Dornick Wealth Management
Professional Status
Employed
Open to opportunities
About Me
Levi Pettit is the Managing Partner of Dornick Wealth Management and an MBA graduate of Pepperdine Graziadio Business School. He has a strong foundation in investment management, private equity, and commercial banking.
Prior to founding Dornick, Levi served as an Investment Associate at a single-family office, where he managed venture capital and private equity investments, performed due diligence, and oversaw portfolio strategy and performance.
He began his career in commercial banking, holding roles as an Enterprise Risk Management Analyst and later as a Credit Analyst at Veritex Bank.
Levi graduated Magna Cum Laude from the University of Texas at Dallas with a double major in Finance and Economics. He served as captain of the UTD men’s golf team and was twice named a Cleveland/Srixon Academic All-America Scholar. He is a CFA® charterholder and CFP® professional.
Prior to founding Dornick, Levi served as an Investment Associate at a single-family office, where he managed venture capital and private equity investments, performed due diligence, and oversaw portfolio strategy and performance.
He began his career in commercial banking, holding roles as an Enterprise Risk Management Analyst and later as a Credit Analyst at Veritex Bank.
Levi graduated Magna Cum Laude from the University of Texas at Dallas with a double major in Finance and Economics. He served as captain of the UTD men’s golf team and was twice named a Cleveland/Srixon Academic All-America Scholar. He is a CFA® charterholder and CFP® professional.
Investment Associate
Merritt Plus Capital Partners
July 2019
to August 2023
- Managed a first-generation, single-family office portfolio of alternative investments including commercial real estate, private equity, and venture capital investments
- Evaluated opportunities via internal underwriting process by developing financial models and investment
- Worked directly with 4 management teams of portfolio companies by providing corporate finance expertise for capital market transactions and internal FP&A
Credit Analyst
Veritex Community Bank
December 2018
to July 2019
- Led underwriting process for prospective middle market borrowers by preparing credit assessment memorandums for senior credit officers and executive committees to support the decision-making process for
over 30 transactions - Performed extensive financial statement analysis using financial models for over $100 million of C&I and CRE loans
Enterprise Risk Management Analyst
Independent Financial
August 2018
to November 2018
- Created over 20 KRIs for strategic development, implementation, and execution of the bank’s Enterprise Risk Program
