Let's move forward. Together.

NorthShore Investment Consulting

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Patricia "Trish" Kelley

    Patricia Kelley, CDFA, CIMA®

    Senior Vice President–Investments

    Financial Advisor

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    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • TN

    My tailored professional advice to high net worth families dates back to 1989 when I began my career. Every engagement begins with an understanding of your needs, goals and aspirations.  This type of thoughtful and constructive conversation lays the foundation for a financial roadmap that is in sync with your family's unique goals.  

    As a swimmer since birth and a former triathlete, I subscribe to "the greatest wealth is our health" theory. My passion for fitness and nutrition has helped me in all facets of my financial and personal life.  As a financial advisor I see my role much like that of a fitness trainer for professional athletes. I work closely with you to create clarity and vision of your desired goals and develop a game plan that leverages skills and expertise to bring about the desired outcomes. With a champion's disciplined and positive mindset, opportunities for growth can be found in almost every area of your life.

    After experiencing the emotional trauma of my own divorce, I learned how fortunate I was to be the chief financial officer of our family's finances. Without this background and expertise, I would have been lost and even more fearful of my family's future. This life experience and awakening has inspired me to help other women that may not have the financial expertise required to navigate and negotiate a fair outcome. I obtained the Certified Divorce Financial Analyst (CDFA) designation to help women realize their potential, claim their financial power and be free to pursue new possibilities and opportunities that can result in a fulfilling new life.

    I received my undergraduate degree from University of Cincinnati, and earned a Certified Investment Management Analyst (CIMA) designation from The Wharton School in 1996. In 2017 I acquired the CDFA certification.

    I have 4 daughters and remarried in 2016 to Jim Bittel. You can be sure most of our time is spent living life to the fullest with our seven amazing children between us, our grandson and our new golden doodle Ruby.

     

    • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Certified Divorce Financial Analyst
      • Certified Investment Management Analyst®
      2055 Crocker Road
      Suite 201
      Westlake, OH 44145
    • Joshua Basen

      Joshua Basen

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • DC
      • FL
      • GA
      • IL
      • IN
      • KS
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • TN

      Josh has spent almost fifteen years carefully crafting financial blueprints and measuring results for high net worth individuals, families and institutions.

      Josh attended Miami University in Oxford, Ohio, earning a Bachelor of Science in Finance with a minor in Entrepreneurship. Before joining UBS as a financial advisor, he worked as an Investment Manager Research Analyst with McDonald Investments in Cleveland, Ohio.

      Josh married his high school sweetheart, Kathleen. Together they spend most of their free time experiencing the world through the eyes of their two children, Abby and Jacob. 

      An avid runner, Josh aims to complete his workout before dawn each day.  He enjoys participating in races of all distances, from one mile fun runs with his daughter to ultra-marathons through the mountains on his own.

      When he’s not improving his craft, chasing his kids, or exercising; Josh can often be found obsessing over the Browns Super Bowl odds, the Cavs personnel decisions, or the Indians pitching rotation. Born and raised in Northeast Ohio, he is a lifelong, diehard Cleveland sports fan.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2019The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Chartered Retirement Plans Specialist℠
        2055 Crocker Road
        Suite 201
        Westlake, OH 44145
      • Kyle Blinkhorn

        Kyle Blinkhorn

        Senior Client Associate

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        • FL
        • IL
        • OH
        • TN

        Kyle transitioned to UBS in early 2020 after gaining valuable experience working as a Client Service Associate/Operations Manager with another firm.  Kyle's a rare combination of organized, technical and personable; making him an ideal fit for his current role. 

        In his free time, Kyle enjoys fishing, gardening, cooking, exercising and above all -- spending quality time with his wife, Alexis and stepdaughter, Abby. 

              2055 Crocker Road
              Suite 201
              Westlake, OH 44145

            Defining your priorities. Pursuing what matters.

            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

            Our Philosophy

            Our Philosophy

            Our Process

            Our Process

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            A way forward

            What's your vision?

            We can help you bring your vision to life.

            Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            Global leader

            UBS is a world-leading wealth manager

            #1

            For Ultra-High Net Worth clients

            Euromoney Private Banking and Wealth Management Survey, 2016-2022

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