Kegan Bray

About Kegan Bray

I help financial services firms engineer growth — the kind that’s structured, scalable, and sustainable.My background spans M&A in banking and wealth management — giving a comprehensive view of how capital, platforms, and people intersect to drive enterprise value. I’ve led corporate development initiatives across both organic and inorganic expansion, from building internal growth engines to optimizing post-acquisition integration.My focus is connecting strategy to execution: designing frameworks that align enablement, platform architecture, and client experience under one cohesive growth vision. Whether developing new business lines, integrating acquired teams, or refining firmwide positioning, I bring a systems-based approach that translates ambition into measurable outcomes.

Experience

1. Senior Vice President

   Lido Advisors

   Nov 2024 — Present

   Plays a key role in Merger & Acquisition (M&A) dealmaking and growth strategy, partnering with executive leadership to assess acquisition targets, shape integration theses, and position the firm’s value proposition to close high-impact transactions• Executed the transactions of nine teams totaling $10B AUM within year one, converting deals into revenue-generating engines• Showcases Lido’s value proposition during deal conversations through deep expertise in alternatives, options strategies, and tax-managed portfolios, as well as integrated tax and trust services—solutions most competitors lack and clients deeply value• Leads revenue-generating workstreams, serving as the primary strategic partner to incoming advisory teams to accelerate pipeline activation, advisor readiness, and full commercialization of the firm’s platform• Architected and led a scalable advisor integration and enablement system, including infrastructure buildout, pipeline activation, solution immersion training, and strategic sales coaching• Developed a multi-tiered partnership model to identify and cultivate Centers of Influence (COIs), supporting corporate development and converting strategic relationships into repeatable, platform-wide growth.• Drives cross-channel growth strategy, uniquely bridging the Private Wealth and Custodian Referral Networks by identifying and activating referral opportunities• Established Growth Intelligence Dashboards, tracking advisor KPIs across pipeline activity, platform adoption, planning integration, and conversion rates—informing executive-level strategy and resource allocation for our private equity sponsor

Education

• Auburn University

  Master of Business Administration - MBA

• Shippensburg University of Pennsylvania

  Bachelor’s Degree, Finance, General

Skills

• Cpr Certified
• Defibrillator
• Intercollegiate Athletics
• Team Management
• Leadership
• Public Speaking
• Communication
• Strategic Planning
• Time Management
• Financial Analysis
• Business Analytics
• Business Management
• Coaching
• Risk Management