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.