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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Executive Summary With the pandemic fading into the background, investors shifted their focus towards inflation, geopolitical conflicts, rising interest rates, and slowing economic growth. With increased uncertainty, market volatility has been elevated throughout the quarter, but we remain cautiously optimistic on our longer-term outlook for the U.S. economy.
Ayako Yoshioka CFA®

Blog

Executive Summary As we approach the end of 2021 and look toward next year, uncertainty surrounding a new COVID-19 variant, inflation, and expected monetary policy changes are top of mind. Despite these headwinds—and the likelihood that both economic growth and corporate earnings growth will slow in 2022—the U.S. economy is well-positioned for continued growth in 2022 and beyond.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was interviewed by Caroline Hyde and Ed Ludlow on Bloomberg Technology to discuss Preparing for Nvidia’s 'Noisy' Earnings.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was interviewed by Scott Wapner on CNBC’s Closing Bell.  Ayako joins to discuss the latest news affecting markets. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China.
Ayako Yoshioka CFA®

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