Mitsuo (Mit) Lockrow
Portfolio Manager | Wealth Strategist
“Vision without action is a daydream. Action without vision is a nightmare.”
Mitsuo Lockrow is portfolio manager and wealth strategist for Cambridge Wealth Management.
Before founding Cambridge Wealth Management in 2014, Mr. Lockrow served as a Vice President of Investments at UBS from 2001 - 2013 in their Boston and Wellesley, Massachusetts offices. As a Portfolio Manager in the select UBS Portfolio Management Program, he delivered excellent risk-adjusted performance. Mr. Lockrow also provided trading services and investment recommendations to regional banks and trust companies.
From 1996 - 2001, Mr. Lockrow was a financial consultant at Merrill Lynch. During his tenure, he earned the Certified Financial Manager designation and consistently ranked in the first quintile, achieving Winner's Circle, Executive Club, and President’s Club recognition levels.
Mr. Lockrow holds a B.A. from the University of Kansas, where he was also a member of the marching band and Theta Chi Fraternity. He completed the education program at the College for Financial Planning and earned the CFP® designation. In 2019, he chose to relinquish his FINRA Series 6, 7, and 24 licenses, along with his CFP® certification, and focus his practice on fee-only, values-based investment strategies that aim to deliver exceptional risk-adjusted returns.