Sheri Ann T. Chang Yamaguchi joined One Capital as a Managing Director in 2024. She was previously a Managing Director and Wealth Manager with J.P. Morgan Wealth Management and First Republic Bank where she assisted families with generational and legacy planning. Previously, she managed operations and investment planning at Bay Isle Financial, opening its Hawaiʻi office in 2002. She began her wealth management career at Greig Associates in 1985.

Sheri has a Bachelor of Business Administration in Accounting from the University of Hawaii, Manoa. She is a CERTIFIED FINANCIAL PLANNER™ and received Family Firm Institute’s Certificate in Family Wealth Advising (CFWA). Sheri was recognized as one of Forbes’ Top Women Wealth Advisors in 2022. She is currently an active member and former board member of Soroptimist Honolulu and has been an integral participant on the Gift Committee for the majority of her Punahou Class of 1982 reunions.