Brian Pettis is a wealth management financial advisor based in San Antonio, TX.
Brian works with high-net-worth and ultra-high-net-worth individuals and families, providing comprehensive wealth management and financial planning for all stages of life and subsequent beneficiaries of investors.
Before joining CAPTRUST, Brian practiced law in Texas and California, advising private investment sponsors and investors on private equity funds, hedge funds, and other complex equity and debt transactions, including IPOs, municipal bond offerings, real estate acquisitions and developments and mergers and acquisitions. Earlier in his career, he served as a financial crimes detective with the San Jose Police Department and as an airborne cryptologic linguist in the United States Air Force.
Brian earned a Bachelor of Science in global business management from Bellevue University and a Juris Doctor from Santa Clara University.
In his free time, Brian enjoys vacationing with his wife and children, practicing baseball with his two sons, gymnastics with his daughter, and working with his adopted (retired) military dog.
Education
- Bachelor of Science in global business management, Bellevue University
- Juris Doctor, Santa Clara University
Memberships
- Investment Committee Member, San Antonio Zoo
- Board of Directors, San Antonio Zoo