Ryan Farias

Ryan Farias, CFA, serves as Senior Portfolio Manager at Segment Wealth Management, LLC in Houston, Texas, where he is responsible for designing and executing investment strategies tailored to high-net-worth individuals and families. His role focuses on implementing institutional-quality portfolio management with a strong emphasis on tax efficiency, disciplined risk management, and after-tax returns.

Farias’s investment expertise includes U.S. equities, especially in developing tax-efficient dividend growth and low-volatility dividend strategies. His portfolio construction actively incorporates individual large-cap stocks, ETFs, and bonds, with specialized sector coverage in REITs, utilities, and high-dividend-yielding companies, as well as a rigorous fundamental and technical selection process.

Before joining Segment in 2016, Ryan held management positions overseeing fundamental research and analysis at Credit Capital Investments, LLC and Credit Capital Research Technologies Pvt. Ltd., gaining experience in equity, credit, and global financial markets. He holds advanced degrees in finance and economics (M.S. Finance from ICFAI University, M.A. Economics, and B.Com. from Pune University), plus a certificate in value investing from Columbia Business School, underscoring his analytical rigor and commitment to intelligent, evidence-based investment decisions.