Sheri Ann Takako Chang Yamaguchi

Current Employers

Employment History

• 07/2002 → 03/2024
  First Republic Investment Management
  Honolulu, HI
• 03/2024 → Present
  One Capital Management, Llc
  Honolulu, HI

Previous Registrations

• 2011-07-12 → 2024-04-01
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  Honolulu, HI
• 2002-11-06 → 2004-12-31
  Bay Isle Financial Llc
  Honolulu, HI

Other Businesses

1) Name: Soroptimist International Hawaii Address: Honolulu, HI; Investment-related: No; Nature of business: To improve the lives of women and girls through programs that lead to social and economic empowerment; Role: Director-Membership Chair; Start Date: 7/1/2017; Number of hours each month: 5; Number of hours during trading: None. 2) Name: Trust/Estate; Not investment-related; Role: Executor and Successor Trustee; Start Date: 3/18/1993; Number of hours each month: 0; Number of hours during trading: 0; Duties: Ms. Yamaguchi will act in the capacity of executor and successor trustee for a client account.

Designations

Other Names

• Sheriann T Changyamoguchi
• Sheriann T Changyamoguchi
• Sheri A. T. Chang Yamaguchi