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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For the period January 1 – January 31, 2025 Executive Summary Despite splashy headlines, equity markets again hit an all-time high in January and finished the month with positive returns. Looking ahead, markets now face a fluid backdrop, where new uncertainties introduce added complexity and volatility.
Ayako Yoshioka CFA®

Blog

In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses US equity market performance relative to the European Union. VIDEO TRANSCRIPT:
Ayako Yoshioka CFA®

Blog

In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses how gold can be used as part of your portfolio.
Ayako Yoshioka CFA®

Blog

For the period September 1 – September 30, 2024. Executive Summary Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.
Ayako Yoshioka CFA®

Blog

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka discusses the Global Industry Classification Standard (GICS) sectors and explains how different sectors are impacted by the business cycle and how sensitive each sector is to interest rates.
Ayako Yoshioka CFA®

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