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, Portfolio Consulting Director at Wealth Enhancement, was featured by Barron’s in “Worried About Trump Inflation? Buy Bank Stocks and Sell Bonds and Gold.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, was featured by Business Insider in, “Gen Z, here's how to craft the best retirement plan starting now: 4 financial experts share their best tips and tricks.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, was featured by Business Insider in, “The national debt crisis is set to worsen no matter who wins the election — here's what you can do to protect your portfolio.”
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, was featured by CNBC in, “Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Portfolio Consulting Director, at Wealth Enhancement was interviewed on BBC World Business Report in the episode, ‘South Korea’s president backs down from martial law.’  Ayako’s joins at the 11:44 mark discussing U.S markets and latest economic data. 
Ayako Yoshioka CFA®

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