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

Articles by topic

Filters

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed by Scott Wapner on CNBC’s ‘Closing Bell.’ 
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 Snap’s stock plummet, missed advertising revenue, and future plans for the company.   Ayako’s segment begins at the 19:35 mark, access the full replay here: 
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 inflation and the subsequent markets reaction, Lyft, Airbnb, and Paramount.     Ayako’s segment begins at the 8:10 mark, access the full replay here: 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast ‘Hooded gunmen burst onto live TV set in Ecuador’. Tune in to hear her discuss interest rates, upcoming banks earnings, Bitcoin ETFs, and Boeing. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured by GOBankingRates in “How to Adopt a Long-Term Approach to Investing, Like Warren Buffet Does.” 
Ayako Yoshioka CFA®

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.