Our team

Professional, courteous, and independent on your behalf.

• Richard A. Glaze

  President

  Mr. Glaze is President and owner of the firm. He has more than 28 years experience in the securities industry as a former First Vice President and Senior Portfolio Manager with Prudential Securities, and an Associate Vice President at Kidder Peabody, specializing in individual client investment management. Mr. Glaze has a Bachelor of Arts degree from Middle Tennessee State University, a Master of Science degree from George Peabody College, Vanderbilt University and post graduate work at Stanford University. He is a graduate of the Senior Portfolio Manager Advanced Studies Program at Prudential Securities. Mr. Glaze is a former President of the Peninsula Stock and Bond Club, a founding member of the Los Altos Community Foundation and President of the Los Altos Rotary Endowment Fund. He is a Director on the Community Board of Heritage Bank of Commerce, a former director of the Community Board of the Bank of Los Altos, and a financial columnist for San Francisco's "Nob Hill Gazette" and the "Los Altos Town Crier." He is a former Board member of the San Jose Institute of Contemporary Art and a member of the finance committee of the Palo Alto Hills Golf and Country Club. Mr. Glaze was named a 2006 Businessman of the Year and has served as Honorary Chairman of the Business Advisory Council. He is a licensed General Securities Principal, registered with First Allied Securities Inc.

• Atif Siddiqi

  Senior Portfolio Manager

  Mr. Siddiqi is the Senior Portfolio Manager for Glaze Capital Management. Previously, he was a Financial Advisor with the Private Client Group at Morgan Stanley. Mr. Siddiqi started his career ten years ago in Morgan Stanley's Corporate Services Center as the head trader and Restricted Security Specialist, managing ESOP, ESPP and restricted securities clearance for many Silicon Valley technology firms. At Glaze Capital, he is a member of the Investment Committee and works with clients to structure and implement their financial objectives. Mr. Siddiqi graduated with a BA Honors in International Management, from Middlesex University in London, England. He is a Financial Consultant registered with First Allied Securities Inc.

• First Allied Securities, Inc. - Back Office Operations

  In the financial services business, back office operations involves a great deal of detailed information. Glaze Capital has utilized the resources of First Allied Securities, Inc. and its predecessor since 1997 to ensure high quality operational service for our clients and for our firm. Located in San Diego, California, First Allied Securities has a professional staff in place with specific expertise in each of the critical areas of operations. The Operations Department consists of thirty full-time employees headed by veteran Jennifer Porter. Each of the individuals who make up her team perform functions that are critical to the business. Among the functions performed are processing check requests and bank wire requests for our clients and arranging regular monthly and IRA distributions along with stock transfers between accounts or individuals. Other important functions of the department include initiating account transfers and maintaining all account documents. The securities business is highly regulated and the Operations Department functions under strict regulations set up by the Financial Industry Regulatory Authority (FINRA) which are designed to protect investors. We are very pleased with the service that we continue to receive from this well run department.

• First Allied Securities, Inc. - Trading

  At Glaze Capital, our portfolio strategy is designed for steady long-term positioning, but buying and selling securities is also an important part of the process none-the-less. We believe that utilizing the expertise of experienced professionals is the best method to achieve efficiency when transacting trades. We use the Trading Department of First Allied Securities, Inc. which is staffed by professionals with specific expertise in bonds, stocks, mutual funds and other financial products. Quick and efficient trade execution is the result of direct interaction between our staff in Los Altos, the Trading Department staff (pictured above), and with professionals on all major exchanges.