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

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Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was quoted by U.S. News in an article titled, “Dividend Payout Ratio: Formula, Analysis, and Purpose.”
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured by BBC in an episode of World Business Report. Access the podcast to hear Ayako's commentary starting @8:10 here.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was quoted by USA Today in "What is a Recession?"
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was quoted by Thomson Reuters in “US Dividend Funds See Biggest Quarterly Outflows in 2-1/2 Years.”
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA senior portfolio manager at Wealth Enhancement Group was a featured panelist on CNBC's "Your Money" event session entitled "Batten Down the Hatches: Preparing Your Portfolio for a Recession."
Ayako Yoshioka CFA®

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