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

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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement and Ed Ludlow on Bloomberg Technology to discuss
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was interviewed by Scott Wapner on CNBC’s Closing Bell.  Ayako joins to discuss her thoughts on today’s equity markets. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured by CNBC in an article titled, “Trade Talks Will Continue to Loom Large in a Big Week Ahead for Mag 7 Earnings and Jobs Data.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Caroline Hyde and Ed Ludlow on Bloomberg Technology. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was quoted by The Wall Street Journal in an article titled “Stocks Rally on New Hopes of Tariffs Easing.” 
Ayako Yoshioka CFA®

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