As an executive director, chief compliance officer, and shareholder of Crestone Capital, 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 hedge funds in New York City. 

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®).

Bliss serves as chair of the Crestone Risk Committee.

What do you love to do outside of work?
I love to travel, hike, and chase my sons down the ski slopes. I'm a native Vermonter and grew up cross-country ski racing. Now I enjoy doing biathlons (cross-country skiing combined with riflery marksmanship). My older son is on the Eldora Mountain alpine ski team, and in the winter you can find me and my family across Colorado cheering him on at races.
What is your favorite book?
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.