Committed to your financial confidence

At The Banas-Yu Wealth Management Group, we’re a deeply experienced team with a passion for solving your financial challenges. We understand the complex needs of corporate retirement plan sponsors, multigenerational families and business owners. For more than 30-years, we’ve proudly worked together to bring our clients thoughtful, customized solutions encompassing all aspects of their financial lives. Our team is comprised of nationally recognized industry leaders with diverse backgrounds, including a female partner who is a native Mandarin speaker.

We are a planning-based team. As such, each relationship begins with conversations that deepen our understanding of your goals and how we can help you achieve them. Whether we’re advising a plan sponsor on fiduciary responsibilities or an individual investor on multigenerational wealth strategies, we work closely with you to create a fully integrated plan.

Our level of caring has consistently earned our clients’ confidence, with many client relationships over 30 years. Accessible and highly responsive, we are always available to resolve a question or concern. You also gain access to the global resources and thought leadership of UBS, one of the world’s leading wealth management firms.

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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.

Bob Banas, CRPS

First Vice President–Wealth Management

Senior Retirement Plan Consultant
View bio Industry recognition
- CA
- CO
- FL
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MO
- NJ
- NY
- PA
- SC
- TX
- WI
Insights grounded in experience

A strong work ethic and enthusiasm for the financial markets brought Bob to the start of his advisory career more than 30 years ago. As a powerful advocate for business owners, institutions, corporate retirement plan sponsors and successful families, he helps sort through the complexities of qualified and nonqualified retirement plans. Bob provides fiduciary education and training, working with his institutional clients to design, implement and monitor their employee retirement benefit plans.

For ultra high net worth families, Bob focuses on holistic financial planning, including trust and estate planning, wealth transfer and customized investment and tax-advantaged strategies. He listens closely to understand his clients’ sophisticated needs, creating long-lasting relationships that span generations.

Prior to joining UBS as a co-founder of The Banas-Yu Wealth Management Group in 2008, Bob was an Associate Director at Bear Stearns, where his team pioneered one of the firm’s most successful retirement plan consulting practices. Over the course of his career, he has deepened his passion for delivering the best solutions to help corporate and individual clients achieve their financial goals.

Outside of work

Bob invests his time in the support of veterans, with a focus on pathways to college education and transitions to the civilian workforce. In addition, he serves on the UBS Veterans Network Steering Committee for the Midwest region and actively supports local animal rescue efforts. In his free time, Bob enjoys travel, vegetarian cooking, yoga and playing golf.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2014, 2015The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Series 7, 63 and 65 securities licenses
- Life and health insurance licenses
- Senior Retirement Plan Consultant
- Chartered Retirement Plans SpecialistSM (CRPS®), College for Financial Planning
Retirement Plan consulting

401(k) plan services

Multi-generational families

Business owners

Corporate executives

One North Wacker Drive
Chicago, IL 60606
Limei Yu, CIMA, CRPS

Senior Vice President–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- CA
- CO
- FL
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MO
- NJ
- NY
- PA
- SC
- TX
- WI
Insights grounded in experience
With three decades of experience serving the needs of affluent investors and corporate retirement plan sponsors, Limei has earned her clients’ trust and created strong relationships that stand the test of time. She is passionate about solving her clients’ most complex financial challenges, combining the full scope of UBS resources with her deep knowledge of asset allocation and advanced planning strategies.

Limei co-founded The Banas-Yu Wealth Management Group in 1992 with her partner, Bob Banas. As an Institutional Consultant and Senior Retirement Plan Consultant, she focuses on asset allocation analysis, estate planning strategies and relationship management. A native speaker of Chinese Mandarin, Limei’s unique perspective is truly valued by the team’s select group of large Asian corporate clients.

Prior to joining UBS in 2008, Limei was an Associate Director at Bear Stearns, where her team pioneered one of the firm’s most successful retirement consulting practices. Over the course of her career, Limei has consistently focused on delivering better outcomes—and making a difference in the financial lives of her clients.

Outside of work
Limei is devoted to supporting the Asian community and women’s organizations. She enjoys travel, oil painting, tennis, yoga and cooking. Limei and her daughter share a passion for improving our educational system and encouraging the development of well-rounded children.
- 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 Wealth Advisors, 2023The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 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.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- NAPA Top Women Advisors, 2017, 2018The NAPA rating is awarded annually in September based on information from June to August of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2014, 2015The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 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.
- B.A., Beijing Foreign Studies University
- M.A., University of Illinois at Chicago
- Certified Treasury Professional, Northwestern University
- Series 7, 63 and 65 securities licenses
- Life and health insurance licenses
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Certified Investment Management Analyst® (CIMA®), Wharton School, University of Pennsylvania
- Chartered Retirement Plans SpecialistSM (CRPS®), College for Financial Planning
Business succession

Alternative investments

Institutional consulting

Retirement Plan consulting

401(k) plan services

Women investors

Business owners

Entrepreneurs

One North Wacker Drive
Chicago, IL 60606
Pam Kelly

Wealth Strategy Associate
View bio
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TX
- VT
- WI
An interest in helping people make sense of their financial options and challenges sparked Pam's career in financial services. In 2013 Pam joined UBS Financial Services, Inc. Wealth Management and shortly after in 2015 teamed up with The Banas-Yu Wealth Management Group. Pam manages the groups operations with a focus on serving clients needs as well as business development.

Leveraging her natural strengths of listening and problem solving, she offers highly personalized guidance. Pam works with institutional clients to provide financial benefits to plan committees and employees. As part of the team, she helps provide personalized service and investment management experience.

Pam earned a B.A. from Syracuse University and holds Series 3, 7 and 66 securities licenses. In her personal time, she is an avid gardener and enjoys cooking, riding her bike, and traveling to new places as well as the old familiar favorites. Pam and her husband live in Milwaukee with their inquisitive cat.
- Series 3, 7 and 66 securities licenses
- Syracuse University, BA
Retirement Plan consulting

401(k) plan services

Sustainable investing

Impact investing

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Bob Banas, CRPS

First Vice President–Wealth Management

Senior Retirement Plan Consultant
View bio Industry recognition
- CA
- CO
- FL
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MO
- NJ
- NY
- PA
- SC
- TX
- WI
Insights grounded in experience

A strong work ethic and enthusiasm for the financial markets brought Bob to the start of his advisory career more than 30 years ago. As a powerful advocate for business owners, institutions, corporate retirement plan sponsors and successful families, he helps sort through the complexities of qualified and nonqualified retirement plans. Bob provides fiduciary education and training, working with his institutional clients to design, implement and monitor their employee retirement benefit plans.

For ultra high net worth families, Bob focuses on holistic financial planning, including trust and estate planning, wealth transfer and customized investment and tax-advantaged strategies. He listens closely to understand his clients’ sophisticated needs, creating long-lasting relationships that span generations.

Prior to joining UBS as a co-founder of The Banas-Yu Wealth Management Group in 2008, Bob was an Associate Director at Bear Stearns, where his team pioneered one of the firm’s most successful retirement plan consulting practices. Over the course of his career, he has deepened his passion for delivering the best solutions to help corporate and individual clients achieve their financial goals.

Outside of work

Bob invests his time in the support of veterans, with a focus on pathways to college education and transitions to the civilian workforce. In addition, he serves on the UBS Veterans Network Steering Committee for the Midwest region and actively supports local animal rescue efforts. In his free time, Bob enjoys travel, vegetarian cooking, yoga and playing golf.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2014, 2015The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Series 7, 63 and 65 securities licenses
- Life and health insurance licenses
- Senior Retirement Plan Consultant
- Chartered Retirement Plans SpecialistSM (CRPS®), College for Financial Planning
Retirement Plan consulting

401(k) plan services

Multi-generational families

Business owners

Corporate executives

One North Wacker Drive
Chicago, IL 60606
Limei Yu, CIMA, CRPS

Senior Vice President–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- CA
- CO
- FL
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MO
- NJ
- NY
- PA
- SC
- TX
- WI
Insights grounded in experience
With three decades of experience serving the needs of affluent investors and corporate retirement plan sponsors, Limei has earned her clients’ trust and created strong relationships that stand the test of time. She is passionate about solving her clients’ most complex financial challenges, combining the full scope of UBS resources with her deep knowledge of asset allocation and advanced planning strategies.

Limei co-founded The Banas-Yu Wealth Management Group in 1992 with her partner, Bob Banas. As an Institutional Consultant and Senior Retirement Plan Consultant, she focuses on asset allocation analysis, estate planning strategies and relationship management. A native speaker of Chinese Mandarin, Limei’s unique perspective is truly valued by the team’s select group of large Asian corporate clients.

Prior to joining UBS in 2008, Limei was an Associate Director at Bear Stearns, where her team pioneered one of the firm’s most successful retirement consulting practices. Over the course of her career, Limei has consistently focused on delivering better outcomes—and making a difference in the financial lives of her clients.

Outside of work
Limei is devoted to supporting the Asian community and women’s organizations. She enjoys travel, oil painting, tennis, yoga and cooking. Limei and her daughter share a passion for improving our educational system and encouraging the development of well-rounded children.
- 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 Wealth Advisors, 2023The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 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.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- NAPA Top Women Advisors, 2017, 2018The NAPA rating is awarded annually in September based on information from June to August of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2014, 2015The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 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.
- B.A., Beijing Foreign Studies University
- M.A., University of Illinois at Chicago
- Certified Treasury Professional, Northwestern University
- Series 7, 63 and 65 securities licenses
- Life and health insurance licenses
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Certified Investment Management Analyst® (CIMA®), Wharton School, University of Pennsylvania
- Chartered Retirement Plans SpecialistSM (CRPS®), College for Financial Planning
Business succession

Alternative investments

Institutional consulting

Retirement Plan consulting

401(k) plan services

Women investors

Business owners

Entrepreneurs

One North Wacker Drive
Chicago, IL 60606
Pam Kelly

Wealth Strategy Associate
View bio
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- MO
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TX
- VT
- WI
An interest in helping people make sense of their financial options and challenges sparked Pam's career in financial services. In 2013 Pam joined UBS Financial Services, Inc. Wealth Management and shortly after in 2015 teamed up with The Banas-Yu Wealth Management Group. Pam manages the groups operations with a focus on serving clients needs as well as business development.

Leveraging her natural strengths of listening and problem solving, she offers highly personalized guidance. Pam works with institutional clients to provide financial benefits to plan committees and employees. As part of the team, she helps provide personalized service and investment management experience.

Pam earned a B.A. from Syracuse University and holds Series 3, 7 and 66 securities licenses. In her personal time, she is an avid gardener and enjoys cooking, riding her bike, and traveling to new places as well as the old familiar favorites. Pam and her husband live in Milwaukee with their inquisitive cat.
- Series 3, 7 and 66 securities licenses
- Syracuse University, BA
Retirement Plan consulting

401(k) plan services

Sustainable investing

Impact investing

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Benefits take center stage

The pandemic spotlights the importance of employee benefits

Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.

See our key findings

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement plan and institutional consulting services

Experienced in managing plan complexity

As senior retirement plan consultants, we provide comprehensive services to help you manage your corporate plan in the best interests of your participants—so that you can help them achieve their retirement savings goals.

We help you keep pace with changing regulations, stay on top of requirements and manage your fiduciary responsibilities. Whether we’re evaluating plan fees or creating a strategy for participant financial education, our retirement plan experience and specialized knowledge can help make your plan stronger for you and your employees.

Our services are transparent, direct and always focused on better outcomes. We can advise you on:

Plan health. We apply thoughtful, relevant strategies to optimize your plan.
Fiduciary governance. To help you meet your fiduciary responsibilities, we provide investment advice as an ERISA fiduciary.
Retirement readiness. We help ensure your employees make informed financial decisions by preparing a comprehensive and customized financial plan for each plan participant.

As institutional consultants, we have a deep understanding of the challenges of running a large institutional investment program. We are driven to provide the objective advice and innovative strategies your organization needs to succeed.

Learn more on how we can help you manage your participants’ corporate plan

Personal wealth management

Multigenerational planning for families

When it comes to meeting the financial priorities of affluent families, we help many clients with common concerns around retirement-related goals and tax minimization. From our years of experience serving generations of investors, we are well-positioned with advice and a well-thought-out course of action.

Based on a thorough understanding of your needs, we can help as you seek to:

Retire comfortably with a plan that will evolve with your changing life
Lower portfolio volatility while enhancing returns
Manage a tax-efficient investing strategy
Engage with the next generation in responsible financial stewardship
Address diverse liquidity needs

Guided by your plan, we provide a variety of customized investment solutions. Beyond traditional investment strategies, we offer access to more sophisticated solutions, such as hedge funds, alternative investments and structured products. We design strategies that are completely aligned with your investment objectives and risk tolerance.

Learn more about our wealth management capabilities for affluent families

Helping women take charge

Business transition and succession planning

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

Focus on liquidity management

Backed by the strength of UBS

A global leader in wealth management

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Committed to your financial confidence

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