Pat Wahler
Senior Vice President, Business Development, Lido Advisors
Biography
Pat is dedicated to serving his community and the long-term needs of individuals and families.
Joined Lido: 2024
Homebase: Los Gatos, California
Professional Focus:
Whether settling an estate or assisting ongoing estate management activities, Pat understands that communication, continuity and relationship building are essential.
Education:
BA, Santa Clara University
Previous Work Highlights:
He has 30 years of development experience and possesses extensive knowledge and expertise working with families on strategic estate planning and investment solutions. He previously served as the Director of Development at Bellarmine College Preparatory where he earned a reputation for his professionalism, integrity, and stewardship of the school's development programs.
Personal Facts:
Past and present affiliations include Presentation High School, Cristo Rey San Jose Jesuit High School, St. Lucy Parish School, NephCure Kidney International, and First Place for Youth.