Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Newsroom

Bloomberg: Ayako Yoshioka Featured in “Dangerous Week on Wall Street Fires Up ‘Diversify Or Else’ Bets”

Ayako Yoshioka

- CFA®

5 minutes

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was featured by Bloomberg in “Dangerous Week on Wall Street Fires Up ‘Diversify Or Else’ Bets.” 

“We did not want to reduce our overall US equity exposure. But we wanted to change the mix. So we trimmed S&P 500 exposure and re-weighted that”, she said. 

Access the full article written by Isabelle Lee and Lu Wang 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.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.