Lasting relationships. For all that matters

Beach Family photo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

mountain climbers

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

    Timothy Connolly

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • 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, 2023, 2024, 2025The 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.

        One Post Office Square
        33rd Floor
        Boston, MA 02109
        timothy.connolly@ubs.com
        Timothy Connolly
        One Post Office Square,Boston,MA,02109
      • Matthew McAuliffe

        Matthew McAuliffe

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        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. 

              One Post Office Square
              35th floor
              Boston, MA 02109
              matt.mcauliffe@ubs.com
              Matthew McAuliffe
              One Post Office Square,Boston,MA,02109
            • Vinny Zingarelli

              Vinny Zingarelli, CFP®

              Financial Advisor

              • image
              • image
              • image
              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • IA
              • IL
              • KY
              • MA
              • MD
              • ME
              • MI
              • MT
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI

              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.

                    One Post Office Square
                    35th floor
                    Boston, MA 02109
                    vincent.zingarelli@ubs.com
                    Vinny Zingarelli, CFP®
                    One Post Office Square,Boston,MA,02109
                  • Lorraine Malanga

                    Lorraine Malanga

                    Team Administrator

                    • image
                    • image
                    • 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
                          35th floor
                          Boston, MA 02109
                          l.malanga@ubs.com
                          Lorraine Malanga
                          One Post Office Square,Boston,MA,02109
                        • Maria Aliferis

                          Maria Aliferis

                          Senior Wealth Strategy Associate

                          • image
                          • image
                          • 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. 

                                One Post Office Square
                                35th floor
                                Boston, MA 02109
                                maria.aliferis@ubs.com
                                Maria Aliferis
                                One Post Office Square,Boston,MA,02109
                              Three generations on beach

                              From success to succession

                              Clients sitting with advisor

                              Empower your investments

                              Family on back porch

                              Wealth transfer across generations

                              Chart

                              Clarity in a rapidly changing world

                              We’re here to help guide you through uncertain times

                              Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                              Let’s create a path together so you can move forward with confidence, no matter what comes next.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a leading and truly global wealth manager

                              More than 160 years

                              offering financial advice

                              Insights

                              This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                              Go to privacy settings