Mitsuo E. Lockrow is the founder and portfolio manager of Cambridge Wealth Management. Before founding Cambridge Wealth Management in 2014, Mr. Lockrow served as a Vice President of Investments at UBS from 2001 - 2013, working in the firm’s Boston and Wellesley, Massachusetts offices. Certified as a Portfolio Manager in the select UBS Portfolio Management Program, he managed institutional and private client portfolios with a risk-aware approach. He also provided investment recommendations and trading services to regional banks and trust companies.

From 1998 - 2000, Mr. Lockrow served as a senior financial consultant at Merrill Lynch’s Albany, New York and Cambridge, Massachusetts offices. He joined Merrill Lynch in 1996. 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 status.

Mr. Lockrow earned a BA degree from the University of Kansas, where he also served as a social chairman and pledge marshal of Theta Chi fraternity and played trumpet in the marching band. After graduation, he continued his Japanese language and culture studies at Nichibei Kaiwa Gakuin in Tokyo, Japan. In 2007, he completed the CFP® education program at the College for Financial Planning and received certification from the CFP Board of Standards. In 2020, Mr. Lockrow made a decisive shift — opting to forgo his CFP® certification and FINRA Series 6, 7, and 24 licenses — to dedicate his practice fully to fee-only investment management, aimed at achieving outstanding risk-adjusted returns.

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