Simplify your life and wealth

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With more than 30 years of investment experience, we are focused on delivering wealth management advice and solutions to successful families, executives and entrepreneurs. We are dedicated to providing our clients with a well-informed approach to achieve financial well-being—no matter where they are in their cycle
of wealth.

The best way to measure investing success is not by how much you beat the market, but by whether you practice the disciplined financial planning needed to help get you where you want to go.

- Benjamin Graham

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.

  • Tim Connolly Profile Photo

    Paul Timothy "Tim" Connolly

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    • DC
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    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 expertise and industry knowledge, Tim is passionate about guiding his client and their families to a strong financial future.

    Education and professional achievements

    • UBS ultra-high-net-worth designation
    • Series 7 and 63 securities licenses
    • B.S., finance and economics, Babson College

    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.

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

    • Babson College, B.S. Finance and Economics
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
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      Matthew McAuliffe

      First Vice President–Wealth Management

      Financial Advisor

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      • AL
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      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • IL
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NE
      • NH
      • NJ
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      Matt has more than 17 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 in Weston, MA.

            One Post Office Square
            32nd and 33rd floors
            Boston, MA 02109
          • Steven Smith Profile Photo

            Steven Smith

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
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            • MD
            • ME
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            • VT

            Steven Smith joined The Connolly Group in 2018. Steve advises a select group of ultra-high-net-worth clients, helping them understand, map, and deploy their wealth effectively. He offers a multi-generational perspective that addresses client priorities while supporting their vision and values for future generations.  Steve has extensive experience advising Section 16 officers and venture capital partners about the opportunities and challenges inherent in their unique circumstances.  He is particularly skilled in portfolio construction and analysis, concentrated stock management, tax minimization strategies, risk analysis, wealth transfer, and long-term wealth strategy. Analytical and thorough by nature, Steve seeks to help families enact thoughtful strategies to preserve their wealth and avoid the pitfalls that can accompany substantial success.

            Steve began his financial services career in 1999 at Deloitte and Touche, working in the Assurance and Advisory Services division, attaining the CPA designation.  Four years later, he joined Merrill Lynch and co-founded the Behman-Smith Group within the Private Banking and Investment Group. Steve is an active fundraiser for the American Cancer Society.  He and his siblings lead a charitable venture called “Team Smitty” supporting families in need on Cape Ann.  Steve and his wife Dabney live in Wenham, Massachusetts, with their two children, Sydney and Zachary.

            • Forbes Best-in-State Wealth Advisors, 2022The 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.

              • Certified Investment Management Analyst®
              One Post Office Square
              32nd and 33rd floors
              Boston, MA 02109
            • Lorraine Malanga Profile Photo

              Lorraine Malanga

              Team Administrator

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              • AZ
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              • HI
              • IA
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              • MO
              • NC
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              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.

                    One Post Office Square
                    32nd and 33rd floors
                    Boston, MA 02109
                  • Maria Aliferis Profile Photo

                    Maria Aliferis

                    Senior Wealth Strategy Associate

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                    • AZ
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                    • GA
                    • IL
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                    • KY
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                    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. 

                      • Boston University, International Relations and Business
                        One Post Office Square
                        32nd and 33rd floors
                        Boston, MA 02109
                      • Vincent Zingarelli Profile Photo

                        Vincent Zingarelli

                        Wealth Management Associate

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                        • CA
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                        Vinny is one of the newest additions to the Connolly Group. He originally joined UBS in 2017 as a member of the branch’s operations team. Vinny specializes in assisting clients with their desired needs and supporting the daily operations of each member of the Connolly Group.

                        Vinny holds the Series 7 and Series 66 Licenses and 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 team captain during his Senior Season.

                        Vinny is a native of Boston’s North Shore and currently resides in Somerville MA. Outside of work Vinny loves spending time with family, going to the beach, golfing, and continuing to play hockey. Vinny represents UBS every Spring in the Commonwealth Cup, a hockey tournament at Boston University in which Boston’s Financial Institutions compete against one another on the ice and in fundraising endeavors. The tournament raises money for the Travis Roy Foundation and the Massachusetts Soldiers Legacy.

                          • University of Delaware, B.A. Political Science
                            One Post Office Square
                            32nd and 33rd floors
                            Boston, MA 02109
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                          Business transition

                          laptops with two men at table planning

                          Equity awards

                          father and son

                          Multigenerational planning

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                          Comprehensive wealth management

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager