Mitsuo "Mit" Lockrow, CFP®
Mit brings over twenty years of high-level investment and financial planning experience to his role as wealth strategist. Before founding Cambridge Wealth Management in 2014, he spent over twelve years at UBS Wealth Management in their Boston and Wellesley, Massachusetts offices as a Vice President of Investments. Certified as a portfolio manager in the select UBS Portfolio Management Program, he was responsible for managing corporate and private client portfolios, as well as providing research, trading, and bond investment recommendations for some small bank and trust companies.
Prior to UBS, Mit was a financial consultant with Merrill Lynch in their Albany, New York and Cambridge, Massachusetts offices. During his tenure at Merrill, Mit attained their Certified Financial Manager designation and was a Winner's Circle, Executive's Club, and President's Club member. In 2000, he was selected for "Pathways to Excellence," Merrill Lynch's exclusive management development program.
Mit holds a B.A. from the University of Kansas with a concentration in Political Science and East Asian language and culture. After graduation, he continued his Asian studies at Nichibei Kaiwa Gakuin in Tokyo, Japan. A Certified Financial Planner™ (CFP®) practitioner, Mit’s planning specialities are retirement income planning and tax minimization strategies.