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 quoted by The Wall Street Journal in “How to Invest in a Bull Market.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was quoted by Bloomberg in “Zero-Day Options Boom Is Spilling Into $7.4 Trillion ETF Market.”
Ayako Yoshioka CFA®

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Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was quoted by Bloomberg in “How Smart Is the Meme Stock Crowd? Go, See the Movie.” 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed on CNBC: 'Closing Bell' to discuss the bond market. Ayako Yoshioka joins ‘Closing Bell’ to discuss the bond market, expectations from Jackson Hole, Nvidia earnings and trading in this turbulent market.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Is China Uninvestible for US Companies?” Tune in to hear Aya discuss jobs report, treasury yields, and China.
Ayako Yoshioka CFA®

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