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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"The map is not the territory." So said Polish American scholar Alfred Korzybski as a warning to those who conflate representations of reality with reality itself. Just as a map represents a simplified model of the underlying terrain, the stock market is just one indicator of U.S. economic performance. Despite the prominence of the S&P 500, it doesn't necessarily reflect the economy's overall performance, especially around recessions.
Ayako Yoshioka CFA®

Blog

Bear markets are in the headlines again, as we recently saw the S&P 500 fall once more into bear territory. While we don’t believe this situation is markedly different than the one we found ourselves in a few weeks ago, we do believe it’s worth mentioning what makes this time a little different.
Ayako Yoshioka CFA®

Blog

This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the recent labor market report, changes in inflation numbers, and the latest updates with the government’s trade negotiations. She also touches on how fiscal policy has been impacting the bond markets and the weakening dollar, down 11% since January highs. Watch to learn more.
Ayako Yoshioka CFA®

Blog

This week on 7 Market Movers, Aya Yoshioka, Doug Huber, and Gary Quinzel from Wealth Enhancement’s Investment Management team discuss the positive indicators they saw in the markets this week. Inflation came in softer than expectations, the consumer sentiment index came in higher than expected, and the jobs report also exceeded expectations, indicating an increase in hiring from US companies.
Ayako Yoshioka CFA®

Blog

When it comes to investment opportunities, publicly traded securities like stocks and bonds dominate the conversation. However, private holdings offer intriguing prospects for investors looking to diversify their portfolios and tap into unique opportunities. They also make up a huge universe of investments beyond the publicly traded markets.
Ayako Yoshioka CFA®

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