Simplify your life and wealth

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.

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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.

Paul Timothy "Tim" Connolly

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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, 2022, 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.
- Babson College, B.S. Finance and Economics
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Matthew McAuliffe

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- LA
- MA
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- FL
- IL
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- VA
- VT
- WA
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, 2022, 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.
- Certified Investment Management Analyst®
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Lorraine Malanga

Team Administrator
View bio
- AZ
- CA
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- KS
- LA
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- TX
- VA
- VT
- WA
- WI
- WV
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

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- TX
- VT
- WA
- WI
- WV
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

Wealth Management Associate
View bio
- CA
- FL
- IL
- KY
- MA
- NH
- NY
- OR
- PA
- RI
- SC
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

Paul Timothy "Tim" Connolly

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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, 2022, 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.
- Babson College, B.S. Finance and Economics
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Matthew McAuliffe

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- LA
- MA
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- FL
- IL
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- VA
- VT
- WA
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, 2022, 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.
- Certified Investment Management Analyst®
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Lorraine Malanga

Team Administrator
View bio
- AZ
- CA
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- KS
- LA
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- TX
- VA
- VT
- WA
- WI
- WV
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

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- TX
- VT
- WA
- WI
- WV
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

Wealth Management Associate
View bio
- CA
- FL
- IL
- KY
- MA
- NH
- NY
- OR
- PA
- RI
- SC
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

Business transition

Business transition and liquidity planning

We know that successful entrepreneurs have a passion for their business - a purpose beyond the profit - that drives them to succeed. Selling your business takes a lot of thought and planning.

We’ll introduce you to sensible solutions to address your goals throughout the business life cycle—from evaluating the decision to step back to the early stages of exit or succession planning through the completion of your sale. Post sale, we can also design a personalized liquidity management strategy that can help you pursue your future financial goals in the most tax-efficient manner.

Equity awards

Executive wealth management

Many of our executive clients have built substantial wealth through the ownership of shares in a publicly traded or privately held company. We’ll work with you to navigate these complex transactions so you can maximize the value of your award and simplify your financial life. Our advice addresses:

Risk management/diversification of concentrated positions
Restricted stock award management
Stock option execution
Liquidity strategies

Multigenerational planning

Estate planning and involvement

Our team has the knowledge and experience to help you build a comprehensive estate planning strategy for transitioning assets to future generations.

Within your plan, we may recommend tax-efficient structures such as trusts and philanthropic vehicles to help you preserve and pass on your wealth. We also understand complex family relationships, and their impact on estate planning decisions. To encourage early family participation during the process, we can facilitate meetings with you and your loved ones, including sensitive inheritance conversations.

Comprehensive wealth management

We have in-depth experience in financial planning and investment management, utilizing a purpose-driven approach to wealth management. We will work directly with your other trusted advisors to incorporate all perspectives into one integrated approach.

Personal financial planning
Business Succession Planning
Credit and lending
Executive compensation
Philanthropy planning
Insurance and liability management
Estate planning

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Simplify your life and wealth

Pursuing your goals together

Paul Timothy "Tim" Connolly

Matthew McAuliffe

Steven Smith

Lorraine Malanga

Maria Aliferis

Vincent Zingarelli