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®, Senior Portfolio Manager at Wealth Enhancement was featured by Yahoo! Finance in “How Does Nvidia Make Money?” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed on CNBC: Closing Bell. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement was quoted by Investopedia in “3 Big Financial Worries for Americans Ahead of The Presidential Election.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed on CNBC: Closing Bell.  In this segment, Ayako discusses markets, the rebound’s staying power, and her Fed outlook.    
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on FOX Business: The Claman Countdown in “We Like Having a Stable Company Like Chevron in the Portfolio.”  In this segment, Aya discusses investing in energy companies. 
Ayako Yoshioka CFA®

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