Mr. Lockrow is the portfolio manager at Cambridge Wealth Management and is responsible for investment management and research. He founded the firm in October 2014 and also oversees the firm’s operations.

From 2001 - 2013, Mr. Lockrow was a vice president of investments at UBS in their Boston and Wellesley, Massachusetts offices. Certified as a Portfolio Manager under the select UBS Portfolio Management Program, he managed institutional and private client portfolios with a risk-attentive, total return approach. He also provided investment recommendations and trading services for regional bank and trust companies. From 1996 - 2001, Mr. Lockrow was a senior financial consultant with Merrill Lynch in their Albany, New York, and Cambridge, Massachusetts offices. While at Merrill Lynch, he earned the Certified Financial Manager designation and achieved Winner's Circle, Executive Club, and President’s Club recognition levels.

In 2007, Mr. Lockrow earned the Certified Financial Planner designation (CFP®). In 2020, he chose not to renew his CFP® and FINRA Series 6, 7, and 24 licenses due to his desire to focus on fee-only investment management. He holds a B.A. in political science from the University of Kansas and also studied East Asian culture and the Japanese language. After graduation, Mr. Lockrow continued his Japanese language and culture studies at Nichibei Kaiwa Gakuin in Tokyo, Japan.

Practice Area of Focus:

📈 Investment Management: A risk-attentive, total return approach that seeks to deliver exceptional risk-adjusted returns.

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