Alfred J. Lockwood, CPA, CFA
Al is lead manager of Roxbury’s Small/Mid-Cap strategy. He joined Roxbury in 1992 and is responsible for the general research of mid-cap companies.

Al’s previous experience as an audit manager for Ernst & Young exposed him to company managements in the small- to mid-cap space across a diverse range of industries, including distribution, healthcare, and technology. His CPA background complements his securities analysis in researching such companies.

Al has a particular skill in assessing a company’s complete business context relative to its competition and the marketplace.

Al has a B.S. in accounting from California State University, Northridge, and likes to look beyond the numbers for undervalued or misunderstood investment opportunities.

Richard M. Graziadei, CFA
Rich is lead manager of Roxbury’s Mid-Cap Value strategy. He is also an analyst covering the financial services sector.

Before coming to Roxbury in 1998, Rich was a cryptologic officer in the United States Navy specializing in subsurface special operations. He has a B.S.F.S. in international economic theory from Georgetown University and an M.B.A. in finance from The Anderson School of Business at UCLA.

Mid-Cap Research Team click here to view all bios

Joshua J. Honeycutt, CFA

Jeffrey B. Prestine

Brian L. Massey, CFA*

Silas A. Myers, CFA*

*Brian Massey and Silas Myers of Mar Vista Investment Partners provide analytical support under a sub-advisory agreement with Roxbury.