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 MarketWatch in “Wall Street is worried stocks might be on the cusp of a ‘lost decade.’” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, was featured by Bloomberg in “Wall Street’s Nonstop Rally Mints New Class of Hardcore Bulls.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, was featured by Kiplinger in “Five Ways the Election Could Change Your Retirement.”  “It comes down to policies versus politics.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured on BBC World Business Report, “Iran launches ballistic missiles at Israel.”   Tune in to hear her discuss the US port worker strike and its impact on markets. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was interviewed on Bloomberg Technology.  In the segment, Ayako discusses tech earnings alongside hosts Ed Ludlow and Caroline Hyde. 
Ayako Yoshioka CFA®

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