Bliss Bernal
IACCP®
Managing Director
- Shareholder
Bliss Bernal is a Managing Director and shareholder at Pathstone. Bliss has extensive experience in financial services compliance and in the development, implementation, and administration of compliance programs for wealth management firms. She has led compliance policy development and managed compliance operations for both multi-family offices and hedge funds.
Bliss joined Pathstone from Crestone Capital, a Boulder-based multi-family office where she was the Chief Compliance Officer. Prior to Crestone, Bliss oversaw the daily operations of the compliance program at a 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 is a native Vermonter who grew up cross-country ski racing, and now enjoys racing in biathlons (cross-country skiing combined with riflery marksmanship). She loves to travel, hike, do CrossFit, and chase her sons down the ski slopes of Colorado.
The Investment Adviser Certified Compliance Professional® (IACCP®) designation is sponsored by Comply and the Investment Adviser Association for individuals who complete 40 hours of an online and/or in-person program of study, pass a certifying examination, and meet its work experience, ethics, and continuing education requirements.
Participants receive a compliance education based on a solid understanding of regulations and rules with which all investment advisers must comply. The program curriculum includes an examination of the Investment Advisers Act of 1940 and related state and federal regulations, provides guidance for building a strong compliance program, and highlights firm best practices.
Group
Certification
Offices
Bliss Bernal is a Managing Director and shareholder at Pathstone. Bliss has extensive experience in financial services compliance and in the development, implementation, and administration of compliance programs for wealth management firms. She has led compliance policy development and managed compliance operations for both multi-family offices and hedge funds.
Bliss joined Pathstone from Crestone Capital, a Boulder-based multi-family office where she was the Chief Compliance Officer. Prior to Crestone, Bliss oversaw the daily operations of the compliance program at a 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 is a native Vermonter who grew up cross-country ski racing, and now enjoys racing in biathlons (cross-country skiing combined with riflery marksmanship). She loves to travel, hike, do CrossFit, and chase her sons down the ski slopes of Colorado.
The Investment Adviser Certified Compliance Professional® (IACCP®) designation is sponsored by Comply and the Investment Adviser Association for individuals who complete 40 hours of an online and/or in-person program of study, pass a certifying examination, and meet its work experience, ethics, and continuing education requirements.
Participants receive a compliance education based on a solid understanding of regulations and rules with which all investment advisers must comply. The program curriculum includes an examination of the Investment Advisers Act of 1940 and related state and federal regulations, provides guidance for building a strong compliance program, and highlights firm best practices.
