Managing Director–Wealth Management
Financial Advisor
Tim’s wealth management philosophy is influenced and driven by noted economist, Benjamin Graham:
"The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go."
Experience to guide you forward
Tim began his financial services career in 1982 at UBS-predecessor firm PaineWebber. He later joined Credit Suisse in 2008 and returned to UBS in 2015. Motivated by his parents’ experience with an unsuccessful business plan, Tim learned the value of financial planning early in his life. In fact, his own financial planning efforts helped him to manage the challenges of his child’s illness. Through his investment experience and industry knowledge, Tim is passionate about guiding his client and their families to a strong financial future.
Education and professional achievements
Outside of UBS
Philanthropy is very important to Tim and he gives back to a number of organizations including, Mission Safe, Summer Search, Winchester and McLean Hospital, Winchester Community Park and Greenlight Fund. Tim has four children. He enjoys soccer, paddleboard, golf and tennis in his free time.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
Tim’s wealth management philosophy is influenced and driven by noted economist, Benjamin Graham:
"The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go."
Experience to guide you forward
Tim began his financial services career in 1982 at UBS-predecessor firm PaineWebber. He later joined Credit Suisse in 2008 and returned to UBS in 2015. Motivated by his parents’ experience with an unsuccessful business plan, Tim learned the value of financial planning early in his life. In fact, his own financial planning efforts helped him to manage the challenges of his child’s illness. Through his investment experience and industry knowledge, Tim is passionate about guiding his client and their families to a strong financial future.
Education and professional achievements
Outside of UBS
Philanthropy is very important to Tim and he gives back to a number of organizations including, Mission Safe, Summer Search, Winchester and McLean Hospital, Winchester Community Park and Greenlight Fund. Tim has four children. He enjoys soccer, paddleboard, golf and tennis in his free time.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Matt has 20 years of wealth management experience advising affluent individual investors, families, and concentrated shareholders of public and private businesses. Matt helps lead portfolio allocation, portfolio construction, and risk analytics for the group's individual clients.
Matt attended Merrimack College where he graduated with a Bachelor of Arts Degree in Political Science in 2003. Matt, his wife and two children reside outside of Boston. He spends most of his spare time coaching his children's sports teams which he truly loves doing.
Senior Vice President–Wealth Management
Financial Advisor
Matt has 20 years of wealth management experience advising affluent individual investors, families, and concentrated shareholders of public and private businesses. Matt helps lead portfolio allocation, portfolio construction, and risk analytics for the group's individual clients.
Matt attended Merrimack College where he graduated with a Bachelor of Arts Degree in Political Science in 2003. Matt, his wife and two children reside outside of Boston. He spends most of his spare time coaching his children's sports teams which he truly loves doing.
Financial Advisor
Vinny is one of the newest additions to the CPMR Wealth Management Group. He originally joined UBS in 2017 as a member of the branch’s operations team. Vinny assists clients with financial planning and supporting the daily operations of each member of the team.
Vinny holds the Series 7 and Series 66 Licenses and is a CERTIFIED FINANCIAL PLANNER®™ He earned a Bachelor of Arts in Political Science from the University of Delaware. While attending UD, Vinny was a four-year member of the Men’s Ice Hockey Program, serving as a team captain during his Senior Season.
Vinny is from Boston’s North Shore and currently resides in Boston, MA. Outside of work Vinny loves golfing and continuing to play hockey. Vinny represents UBS every fall in the “Three Keys Cup” at UBS Arena on Long Island, in which financial institutions compete on the ice and in fundraising endeavors. The tournament raises money for the 43 Oak Foundation, which supports under-privileged players in youth and junior hockey.
Financial Advisor
Vinny is one of the newest additions to the CPMR Wealth Management Group. He originally joined UBS in 2017 as a member of the branch’s operations team. Vinny assists clients with financial planning and supporting the daily operations of each member of the team.
Vinny holds the Series 7 and Series 66 Licenses and is a CERTIFIED FINANCIAL PLANNER®™ He earned a Bachelor of Arts in Political Science from the University of Delaware. While attending UD, Vinny was a four-year member of the Men’s Ice Hockey Program, serving as a team captain during his Senior Season.
Vinny is from Boston’s North Shore and currently resides in Boston, MA. Outside of work Vinny loves golfing and continuing to play hockey. Vinny represents UBS every fall in the “Three Keys Cup” at UBS Arena on Long Island, in which financial institutions compete on the ice and in fundraising endeavors. The tournament raises money for the 43 Oak Foundation, which supports under-privileged players in youth and junior hockey.
Team Administrator
Lorraine Malanga has been on the service/operational side of private wealth services since 1982. She was the Administrative/Operations Manager for the Boston UBS office for 20 years. Her responsibilities included supervision of 100 support staff and client service employees. In 2007, Lorraine joined Tim Connolly's team to manage service delivery to the team's clients. Her 35 years in the financial industry, combined with her passion for providing personalized service set her apart.
Lorraine lives in Charlestown, MA. She is involved in the adult literacy program with the Boston Public Library.
Team Administrator
Lorraine Malanga has been on the service/operational side of private wealth services since 1982. She was the Administrative/Operations Manager for the Boston UBS office for 20 years. Her responsibilities included supervision of 100 support staff and client service employees. In 2007, Lorraine joined Tim Connolly's team to manage service delivery to the team's clients. Her 35 years in the financial industry, combined with her passion for providing personalized service set her apart.
Lorraine lives in Charlestown, MA. She is involved in the adult literacy program with the Boston Public Library.
Senior Wealth Strategy Associate
Maria Aliferis has been delivering outstanding service to her clients for nearly two decades, and has worked with the Connolly Team for over 10 years. Maria is well suited for delivering top results in the global economy, having studied international relations and business at Boston University. She has also continued her education through training programs.
Maria’s ability to anticipate her clients’ financial needs and facilitate them keeps her at the forefront of the market. She is experienced at leveraging operations in order to generate solutions for her clients, and her attention to detail and efficient delivery of service set her apart.
Maria lives in Sudbury, MA with her husband and two sons.
Senior Wealth Strategy Associate
Maria Aliferis has been delivering outstanding service to her clients for nearly two decades, and has worked with the Connolly Team for over 10 years. Maria is well suited for delivering top results in the global economy, having studied international relations and business at Boston University. She has also continued her education through training programs.
Maria’s ability to anticipate her clients’ financial needs and facilitate them keeps her at the forefront of the market. She is experienced at leveraging operations in order to generate solutions for her clients, and her attention to detail and efficient delivery of service set her apart.
Maria lives in Sudbury, MA with her husband and two sons.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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