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 live on CNBC’s Closing Bell Overtime “Two-Minute Drill”.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA® Senior Portfolio Manager at Wealth Enhancement Group was interviewed live on CNBC Closing Bell: Overtime "Two Minute Drill." Ayako discusses whether she thinks the Fed can engineer a soft economic
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA® Senior Portfolio Manager at Wealth Enhancement Group was featured by U.S. News & World Report in “How to Build a Stock Portfolio.”
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA Senior Portfolio Manager at Wealth Enhancement Group was featured in The Wall Street Journal article “
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA Senior Portfolio Manager at Wealth Enhancement Group was interviewed live by Shery Ahn and Haidi Stroud-Watts on Bloomberg Daybreak: Australia. Watch the replay to hear her thoughts on earnings, markets, geopolitical risk, and credit spreads.
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.