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 CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed by Ed Ludlow and Caroline Hyde on Bloomberg Technology. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast.”  Tune in to hear her discuss the proposed tariffs on Chinese imports and its effect on the consumer, and upcoming updates to Google search and ChatGPT. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured by CNBC in “S&P 500 is little changed as Nvidia leads tech lower: Live updates.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on Bloomberg Technology in “What to Expect from Tech Stocks in 2024.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on Bloomberg Technology in “Microsoft and Alphabet’s AI Struggle, Musk’s Pay Package.” 
Ayako Yoshioka CFA®

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