The Schreiber Bliss Group

Drawing on 25 years of diverse financial services industry experience, Liz Schreiber crafts comprehensive wealth management solutions for ultra high net worth families and individuals. Focusing primarily on the needs of entrepreneurs and senior executives in the technology industries, Liz and her team deliver highly customized solutions to preserve and grow their wealth, diversify concentrated positions, manage equity compensation and lay the basis for an enduring multigenerational legacy.

Liz began her career at Oppenheimer and company in 1995, covering the healthcare/managed care industry as an equity analyst. After completing her MBA|MPH at Columbia University, she joined SG Cowen as an investment banker focuses on the healthcare industry. In 2001, she branched out on her own, establishing Schreiber Capital Partners LLC, a consulting and advisory firm. Her firm worked with a select group of family offices to manage asset allocation and investments, including private equity and real estate. She later spent four years working with noted fund manager Boniface “Buzz” Zaino, both at Royce Fund Services and Dawntreader Capital. As an Equity Analyst, she covered a $5 billion portfolio focused on the U.S. small-cap sector. She then spent five years at Deutsche Bank and five years at Alex. Brown in their private wealth management division.

Liz has been involved in many nonprofits including The Aspen Art Museum, The MOXI Children’s Museum in Santa Barbara, and Girls, Inc. She has also been a member of the Washington Institute for Near East Policy based in Washington, D.C. where her father serves as Chairman and Trustee along with her brother.

Originally from New York City and Greenwich, Connecticut, she relocated to the West Coast in 2006. Currently she resides in Santa Barbara, California with her young daughter and fiancé.

Drawing on 40 years of institutional and individual asset management and planning experience, Steve Bliss crafts comprehensive wealth strategies for a select global clientele of highly affluent families and individuals. His move to Morgan Stanley in 2021 was motivated by his commitment to expanding the range of services he could offer his clients. Steve combines his own talents with the firm’s vast resources and supporting expertise to deliver highly customized solutions and an outstanding service experience.
Steve began his career at Cantor Fitzgerald in the early 1990s, originally serving Fiduciary Institutions. Over many successful years managing the proprietary assets of institutional securities dealers, Steve ascended into senior management roles and transitioned into advisory services. He moved on to Alex. Brown, a division of Raymond James, before joining forces with the Schreiber Team at Morgan Stanley Private Wealth Management.
Steve attended The Brooks School and Trinity College, where he earned a B.A. in Economics. He has three grown children, and lives in Connecticut with his wife.

Bringing thirteen years of wealth management experience to the service of the team’s clients, Audra Benge crafts comprehensive solutions to help highly accomplished entrepreneurs and executives protect their assets and pursue their goals.

Originally from Dallas, TX, Audra began her career in Wealth Management working part time as a Client Service Associate at UBS while earning her bachelor’s degree in economics from Eugene Lang, The New School for Liberal Arts in New York City. She went on to complete a Master of Science in Global Finance from Fordham University and joined UBS full time. While with UBS, she moved to Los Angeles and continued her focus on Retirement planning by earning a Chartered Retirement Plan Specialist designation, in addition to obtaining her Life and Health Insurance licenses. In 2017, she joined Alex. Brown, Raymond James, where she met her current business partner, Liz Schreiber. Together, they joined Morgan Stanley in 2021 and continue to grow their business providing sophisticated and holistic guidance in all areas of their clients’ financial lives.

Audra has since moved home to Dallas, Texas. She and her teacup poodle, Rhubarb, live downtown in a historic building that used to be the Sears, Roebuck & Co warehouse. In addition to Pilates and reading, Audra spends her free time volunteering with the Junior League of Dallas and practicing her Spanish.

Responsible for an extensive variety of administrative and operational functions, Anthony Chavez contributes to an outstanding overall service experience. He also supports the team’s Advisors in delivering tailored investment and financial planning solutions to help accomplished executives, entrepreneurs and founders preserve and grow their wealth.

Anthony is a recent graduate of UC Berkeley where he majored in economics. In his free time, he enjoys exploring new trails, cycling and working on cars.