Mitsuo Lockrow is portfolio manager and wealth strategist for Cambridge Wealth Management.

Before founding Cambridge Wealth Management in 2014, Mr. Lockrow served as 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 across various market cycles. He also provided trading services and investment recommendations for regional banks and trust companies.

From 1996 - 2001, Mr. Lockrow was a financial consultant at Merrill Lynch. From the start, he embraced a transparent, consultative approach that integrated financial planning and asset management. 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 also played trumpet in the marching band and served as an executive officer of his Theta Chi Fraternity chapter. He completed the education program at the College for Financial Planning and earned the CFP® designation. In 2019, he chose not to renew his FINRA Series 6, 7, and 24 licenses or his CFP® certification — focusing his expertise on two passions: crafting fee-only investment strategies that aim to consistently deliver exceptional risk-adjusted returns and helping clients to achieve lasting financial harmony.

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