Mitsuo (Mit) Lockrow
Portfolio Manager | Wealth Strategist
“Vision without action is a daydream. Action without vision is a nightmare.”
Mitsuo Lockrow is portfolio manager and wealth strategist for Cambridge Wealth Management.
Before founding Cambridge Wealth Management in 2014, Mr. Lockrow served as a Vice President of Investments at UBS from 2001 - 2013. As a Portfolio Manager in the select UBS Portfolio Management Program, he delivered strong risk-adjusted performance. He also provided investment recommendations and trading services to regional banks and trust companies.
From 1996 - 2001, Mr. Lockrow was a financial consultant at Merrill Lynch. 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 earned a B.A. from the University of Kansas. He completed the CFP® education program at the College for Financial Planning. In 2019, he opted to forgo his CFP® certification and FINRA Series 6, 7, and 24 licenses, choosing to focus his practice on fee-only investment strategies that deliver exceptional risk-adjusted returns.