Levi Pettit Emphasizes Technology’s Role as a Tool in Modern Finance
Levi Pettit Emphasizes Technology’s Role as a Tool in Modern Finance
As financial technology continues to evolve, investment professional Levi Pettit maintains that human expertise will remain essential in the finance industry. Having recently completed his MBA at Pepperdine Graziadio Business School, Pettit offers insights on how technological advancements are reshaping financial services.
“I think AI, at the end of the day, is a tool,” Pettit explains. “I don’t think that it’s going to replace people in the finance industry. There’s some roles that can be substituted with large language models, but at the end of the day, it’s a tool that individuals will be able to leverage to provide faster, quicker, and better service.”
Finding Balance Between Technology and Personal Connection
With experience spanning enterprise risk management to private investment analysis, Pettit has witnessed firsthand how technology has transformed financial services. Despite the industry’s rapid digitization, he emphasizes that the human element remains crucial.
Pettit draws a parallel between financial services and healthcare, noting that while people increasingly self-diagnose using online resources, this approach has limitations. “Sometimes there’s a much bigger issue under the surface that you may not be aware of,” he observes, highlighting the value of professional guidance in complex financial situations.
Embracing Tools While Maintaining Expertise
A magna cum laude graduate with degrees in finance and economics from the University of Texas at Dallas, Pettit has consistently embraced technological advancements throughout his career. As a CFA charterholder, he recognizes how analytical tools can enhance financial decision-making when combined with human expertise.
“At the end of the day, it’s only going to make things more productive for us, ultimately giving us the ability to spend more time with clients, more time communicating, making sure the vision is clear,” Pettit says about technology’s role in finance.
For young finance professionals, Pettit advises embracing technological innovations while continuing to develop fundamental skills and knowledge. By viewing technology as an enhancement rather than a replacement for expertise, he believes finance professionals can better serve clients while advancing their own careers in an increasingly digital landscape.
Levi Pettit Emphasizes Technology’s Role as a Tool in Modern Finance As financial technology continues to evolve, investment professional Levi Pettit maintains that human expertise will remain essential in the finance industry. Having recently completed his MBA at Pepperdine Graziadio Business School, Pettit offers insights on how technological advancements are reshaping financial services. “I think…