Before founding Cambridge Wealth Management, Mit was a vice president of investments at UBS for over a decade 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 low-volatility, total return approach. Mit also provided investment recommendations and trading services for regional 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. During his five-year tenure at Merrill, he earned the Certified Financial Manager designation and achieved Winner's Circle, Executive's Club, and President's Club recognition levels. In 2000, the District Director of Merrill Lynch asked him to be part of a team to help launch a new branch in Cambridge, Massachusetts.

Mitsuo earned the Certified Financial Planner designation (CFP®) in 2007. In 2020, he chose not to renew his CFP® and FINRA Series 6, 7, and 24 licenses due to a shift in his business vision. Mit holds a BA in political science from the University of Kansas and studied East Asian culture and Japanese. After graduation, he continued his studies at Nichibei Kaiwa Gakuin in Tokyo, Japan.

Practice Area of Focus:

📈 Investment Management: A total return approach that seeks to control volatility, enhance risk-adjusted returns, and deliver consistent performance.

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