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Mitsuo Lockrow

Portfolio Manager and Founder

Cambridge Wealth Management LLC

United States, New York, Cambridge

About Me

Mitsuo (Mit) Lockrow is a Portfolio Manager and Founder of Cambridge Wealth Management. Before establishing the firm in 2014, he served as a Vice President of Investments at UBS for more than a decade in their Boston and Wellesley, Massachusetts offices. While at UBS, Mit was certified as a Portfolio Manager in the select UBS Portfolio Management Program, where he managed institutional and private client portfolios with a total return approach. Additionally, he provided research, trading, and investment recommendations for bank and trust companies. Before joining UBS, Mit was a Senior Financial Advisor with Merrill Lynch in their Albany, New York, and Cambridge, Massachusetts offices. Fro

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Profile Information

Portfolio Manager and Founder

Cambridge Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cambridge

New York

United States

Aug 6, 2025

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