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AltsWire: Ayako Yoshioka Featured in “RIAs Detail Approach to Alts, Emphasizing Diversification, Diligence, and Education”

Ayako Yoshioka

- CFA®

5 minutes

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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was featured by AltsWire in an article titled “RIAs Detail Approach to Alts, Emphasizing Diversification, Diligence, and Education.” 

Yoshioka detailed the practical considerations when selecting alternatives, including “opportunity sets, liquidity needs, accreditation, tax considerations, fund structures, and the client experience.” 

Read the full article authored by Mari Nicholson here.

Head shot of Ayako Yoshioka

Portfolio Consulting Director

Over the course of her career in the investment and wealth management industry, Ayako has held many roles, and she has done them all with great success. She began her career in Institutional Client Relations and Marketing, before moving on to become a Portfolio Analyst, monitoring portfolio trading and guidelines for over $4 Billion in equity securities.

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