I enjoy being part of an organization that helps people make money to support noble causes that they are passionate about. I think the skyrocketing interest in – and money flowing into – socially responsible investing is very exciting.
Executive Director, Chief Compliance Officer
Bliss Bernal
As an Executive Director and Chief Compliance Officer, Bliss oversees Crestone’s compliance policies and procedures.
Bliss has over a decade of experience in financial services compliance and is highly proficient in the development, implementation and administration of compliance programs for dynamic and innovative wealth management firms. She has led compliance policy development and managed compliance operations for a complex multi-family office and has deep subject matter expertise in managing regulatory risk.
Prior to joining Crestone, Bliss oversaw the daily operations of the compliance program at Manchester Capital Management, a $4 billion multi-family office, with several offices nationwide. Before that, she served in compliance roles at two New York-based hedge funds.
Bliss received her Bachelor of Arts in International Studies with a concentration in East Asian studies from Colby College. She also studied abroad at Stanford University’s (now Columbia University’s Global Engagement) Kyoto Consortium for Japanese Studies in Kyoto, Japan. She is an Investment Adviser Certified Compliance Professional (IACCP®).
What do you love to do outside of work?
I love to travel, do CrossFit gymnastics, hike, and chase my two young sons down the ski slopes. Both of my boys are on the Eldora Mountain Ski Team, and in the winter you can find me cheering them on as they race. I grew up in Vermont Nordic (cross-country) ski racing, and since moving to Colorado in 2018, I have competed in two biathlons (skate-style Nordic skiing combined with riflery marksmanship).
What is your favorite book or what’s the most influential book you’ve read?
Barbarian Days: A Surfing Life by the New Yorker writer William Finnegan. His memoir about growing up in Hawaii and southern California on his surfboard was hard to put down.
If you weren’t working at Crestone in wealth management, what would you be doing?
Traveling around the world with my camera.