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 recently featured on Bloomberg: The Close ‘Celebrating International Women’s Day.’ 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was interviewed on Bloomberg Technology in “Skittishness Hitting AI Stocks.” 
Ayako Yoshioka CFA®

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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Scott Wapner on CNBC’s ‘Closing Bell.’  Tune in to hear her discuss market outlooks, expectations for Nvidia earnings, and more. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director, at Wealth Enhancement was quoted by Bloomberg in an article titled, “Hard-to-Shock Markets Show Tolerance for Trouble Isn’t Limitless.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was featured by Yahoo! Finance in “Create A Stock Investing Strategy in 3 Steps.” 
Ayako Yoshioka CFA®

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