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 was interviewed by Caroline Hyde and Jackie Davalos recently on Bloomberg Technology in a segment titled “The AI ‘Arms Race is On.’” 
Ayako Yoshioka CFA®

Newsroom

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.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was featured by Reuters in an article titled “Wall St Week Ahead Busy US Earning Week Confronts Market Grappling with Tariff Fallout.
Ayako Yoshioka CFA®

Newsroom

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.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka of Wealth Enhancement Group was featured by Reuters in “US Stock Market Loses $4 Trillion in Value as Trump Plows Ahead on Tariffs.”
Ayako Yoshioka CFA®

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