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

Resources from Ayako Yoshioka

Topic
Blog
This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the results coming out of earnings season, specifically highlighting the six members of the Magnificent Seven who have reported so far. Microsoft and Alphabet (Google’s parent company) saw strong growth in their cloud computing services while Tesla saw a rally despite missing earnings expectations.
5/2/2025

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