Ayako Yoshioka

CFA®

Portfolio Consulting Director

About


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. Next stop was as a Research Analyst, where she spent a decade covering multiple sectors and providing recommendations to portfolio managers. Director of Research was yet another role she filled with distinction. She was also the Director of Equities, managing ETF, Mutual Fund and single stock strategies. Today, as a Portfolio Consulting Director at Wealth Enhancement Group, Ayako lends her expertise to the research and analysis of investments across multiple asset classes to assist advisors and clients on portfolio construction. Ayako is married with two children and enjoys traveling, sports, dining out and cooking.


Education

  • BA, University of California, Los Angeles

Articles by topic

Filters

Blog

This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka dives into the latest news on tariffs, taxes, and economic indicators. While the S&P 500 is back into positive territory for the year, Aya discusses the potential future impacts of tariffs on consumers and businesses and what to expect with interest rate cuts.
Ayako Yoshioka CFA®

Blog

Join Aya Yoshioka and Doug Huber for the December 2024 edition of “Markets Monthly: Strategies & Perspectives.” Aya and Doug share economic highlights, market updates, and insights from Wealth Enhancement’s Investment Management team—including an update on the December 18 Fed meeting and the implications of the most recent interest rate cut.
Ayako Yoshioka CFA®

Blog

For the period November 1 – November 30, 2024.  Executive Summary  With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed. 
Ayako Yoshioka CFA®

Blog

In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, explains what the Fed’s interest rate cut on September 18, 2024 could mean for investors. 
Ayako Yoshioka CFA®

Blog

In the September 2024 edition of “Markets Monthly: Strategies & Perspectives,” members of Wealth Enhancement’s Investment Management team Ayako Yoshioka and Gary Quinzel share economic highlights, market updates, and more—including the impact
Ayako Yoshioka CFA®

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.