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

Mitsuo Lockrow
Portfolio Manager and Founder
Cambridge Wealth Management LLC
United States, New York, Cambridge
About Me
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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