Blake Callison

Blake Callison is an Analyst at Roseman Wagner Wealth Management, a registered investment adviser based in Rocklin, CA. His role involves supporting the firm's investment research and portfolio management activities, with a focus on equity analysis and fundamental valuation. Callison contributes to the firm's investment process by evaluating businesses across various sectors, particularly in consumer discretionary, industrials, and technology, aligning with the firm's fundamental, discount-from-value approach to investing.

Prior to joining Roseman Wagner Wealth Management in June 2021, Callison gained experience as an Investment Banking Summer Analyst at Westlake Securities, where he assisted with financial modeling and transaction support for middle-market companies. He also served as a Research Associate Intern at Ebert Capital Management, focusing on equity research and portfolio analysis. These roles provided him with a strong foundation in financial analysis and investment strategy.

Callison holds a Bachelor of Business Administration in Finance from Humboldt State University and completed his secondary education at St. Bernard's Academy. His expertise lies in equity research, financial modeling, and fundamental analysis, with a particular interest in identifying companies with sustainable competitive advantages. His contributions support the firm's commitment to delivering tailored investment strategies for its clients.