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
You Might Like
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PM
Prtima MISHRA1
Software Engineer
PA TEST