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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Newsroom

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Can AI Help Hunt for Key EV Battery Minerals.” Ayako’s segment begins at the 9:20 mark and can be accessed here.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was recently interviewed by BBC World Business Report.  In the interview, which begins at the 11:12 mark, Ayako shares her thoughts on First Republic Bank, Meta, and Microsoft.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was featured by BBC in an episode on World Business Report “Is the US Housing Market in Recovery.” Ayako’s portion begins around 5:13 discussing affordability issues with housing, today’s market analysis, and FedEx’s earnings.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on BBC World Business Report to discuss the debt ceiling, Nvidia, and overall market sentiment in relation to AI. Listen to Ayako’s segment starting at 18:15 here.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Big Golf Surprise: PGA Tour & DP World Tour Agree Merger with LIV Golf.”
Ayako Yoshioka CFA®

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