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

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Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was featured by Reuters in an article titled “Yields Drop as US Data, Tariffs Fuel Stagflation Worries.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was recently interviewed by Madison Mills and Seana Smith on Yahoo Finance: Morning Brief. Ayako discusses buying into the tech sector in 2025 and why she is bullish on the sector.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director, at Wealth Enhancement was interviewed on BBC’s World Business Report. Ayako joins at the 11:40 mark to discuss the decline in Tesla stocks and new trade policies.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured by Reuters in “Wall Street Selloff Deepens as Trump Sparks Recession Concerns.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured by Yahoo! Finance in an article titled, “5 Ways To Adopt Warren Buffett’s Long-Term Approach to Investing.” 
Ayako Yoshioka CFA®

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