Experience Makes all the difference

Established in Chicago in 1992, The Banas-Yu Investment Group is dedicated to providing experienced corporate retirement plan consulting and high net worth wealth management. Our client centric approach is to listen, learn and respect the ever-changing needs of each client in order to employ our skill and knowledge. We are dedicated to fostering a long-term mutually beneficial partnership with each of our clients.

Robert M. Banas, CRPS

First Vice President - Wealth Management
Senior Retirement Plan Consultant
Chartered Retirement Plans Specialist (CRPS®)
312-525-4188
bob.banas@ubs.com

  • Mr. Banas joined UBS in May 2008 as a First Vice President - Investments. He is a member of the Institutional Consulting Group and DC Advisory Services. Prior to joining UBS, Mr. Banas was an Associate Director at Bear Stearns where he and his partner pioneered one of the most successful retirement consulting practices at the firm.
  • Holds Series 7, 65 and 66 securities licenses and Chartered Retirement Plans Specialist (CRPS®) designation.
  • More than 25 years of financial services experience.
  • Named by PLANADVISER magazine as the Top 100 Retirement Plan Adviser Team of the Year in 2015.
  • Top 100 Retirement Plan Adviser in the country by Plan Adviser magazine in 2014.
  • Named 2016 Financial Times Top 401 Retirement Plan Advisors
  • Recognized by 401(k) wire as one of the industries top 300 most influential advisers in the 401(k) in the retirement plan market.
  • Bob is a member of the UBS Veterans Network Steering Committee for the Midwest region.

 


Registered States:
AK, CA, CO, FL, GA, IL, IN, KY, MD, NJ, NY, PA, SC, TX, WI


Limei Yu, CRPS, CIMA®

First Vice President - Investments
Institutional Consultant, UBS Institutional Consulting
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)
312-525-4189
limei.yu@ubs.com

  • Earned a Master of Arts with a concentration in marketing statistics from UIC in Chicago.
  • Holds Series 7, 65 and 66 securities licenses, Chartered Retirement Plans Specialist (CRPS®) and Certified Investment Management Analyst (CIMA ®).
  • Joined UBS in May 2008 as First Vice President – Investments.  She is a member of the Institutional Consulting Group and DC Advisory Services.  Prior to joining UBS, Ms. Yu was an Associate Director at Bear Stearns where she and her partner pioneered one of the most successful retirement consulting practices at the firm.
  • Has over 20 years of financial services experience with a focus on providing retirement plan solutions for corporations.  She also specializes in corporate asset management and wealth management for families and individuals.
  • Named 2015 Financial Times Top 401 Retirement Plan Advisors.
  • Named by PLANADVISER magazine as the Top 100 Retirement Plan Adviser Team of the Year in 2015 and the Top 100 Retirement Plan Adviser in the country in 2014.
  • Named by 401KWire as one of the industry's top 300 most influential advisers in the defined contribution marketplace in 2013.
  • Nominated for the Barron's Top 100 Women Advisors 2010-2015.

 


Registered States:
CA, CO, FL, GA, IL, IN, KY, MD, NJ, NY, PA, SC, TX, WI


Pamela L. Kelly

Client Service Associate
312-525-4331
pamela.kelly@ubs.com


Registered States:
CA, CO, FL, GA, IL, IN, KY, MD, MI, MO, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VT, WI