CFA®, Series 65 Advisory Registration†
Over the course of her career in the 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, covering multiple sectors and providing recommendations to portfolio managers. Director of Research was yet another role she filled with distinction. Today, as a Senior Portfolio Manager, Ayako lends her expertise to the research and analysis of individual stocks within managed equity strategies and portfolios. Ayako is married with two children and enjoys traveling, sports, dining out and cooking.
- BA, University of California, Los Angeles
- Chartered Financial Analyst®
Ayako serves clients at our Los Angeles, CA office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.