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 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®

Newsroom

Ayako Yoshioka, CFA was featured live on Bloomberg Markets Asia. Tune in to hear her thoughts on fixed income, inflation, valuations, and current opportunities within the stock market. Aya also discusses whether it’s possible to create a “recession-proof” portfolio and how to remain focused on the long term during volatile market moves.
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA, Senior Portfolio Consultant was featured on CNBC’s Closing Bell Overtime “Two-Minute Drill”. Tune in to hear her thoughts on top names for investors’ portfolios in the current environment. 
Ayako Yoshioka CFA®

Newsroom

Ayako Yoshioka, CFA, Senior Portfolio Manager was quoted in The Wall Street Journal's article “Stocks Finish Volatile Session Higher”. Read Aya’s commentary from the article below to learn about the correlation between future inflation and interest rates.
Ayako Yoshioka CFA®

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