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 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®).