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 featured on the BBC World Business Report podcast in “Retail Sales Increase in The US.” Aya discusses banking shares, Fitch, interest rates, and consumer spending.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed on CNBC Closing Bell to discuss market expectations for Fed rate cuts in 2024, opportunities for high yields in fixed incom
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “A Big Tech Week Begins.” Ed Butler hears from tech investors about what the future holds for the industry and its biggest firms regarding AI advances.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “WTO Boss: Ukraine Grain Deal Can Still Be Saved.”
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed yesterday on CNBC 'Closing Bell' to discuss the critical week for markets ahead.
Ayako Yoshioka CFA®

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