Lasting relationships. For all that matters

Three generations in the front yard

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.

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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.

  • Tim Connolly

    Timothy Connolly

    Managing Director–Wealth Management

    Financial Advisor

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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, 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
      35th floor
      Boston, MA 02109
    • Christopher Pilalas

      Christopher Pilalas

      Senior Vice President–Wealth Management

      Financial Advisor

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      Chris is a 48-year veteran of the Wealth Management business joining EF Hutton after graduating Boston University with a Bachelor of Sciences Degree in Finance in 1975. After six years at EF Hutton, Chris moved to Dean Witter and in 1989 joined Paine Webber, a UBS-predecessor firm. During his career, Chris has experienced varied market conditions, including three market crashes and  historically high interest rates; these business environments have greatly shaped his approach to the industry and ultimately the guidance he offers to his clients.

      Education and professional achievements

      B.S. Finance, Boston University

      Series 3, 4, 5, 7, 12, 24, 63, 65,

      Outside of UBS

      Since 2005, Chris has been a member of the Order of Malta, a Catholic lay organization whose mission is to serve the poor and tend to the sick. The Order’s supports yearly pilgrimages of desperately ill people to the Shrine of Mary in Lourdes, France. Chris has been fortunate to serve in 15 pilgrimages to Lourdes.

      Chris has had a life-long interest in aviation and holds an active commercial pilot’s license. He also has a black belt in Kempo Karate. Also included among his personal achievements, Chris completed ten marathons and an Iron Man competition in Hawaii. Chris currently resides in Westwood with his wife Marti. They enjoy spending as much time as possible with their four children and thirteen grandchildren

        • Boston University , Bachelor of Science, Finance
          One Post Office Square
          35th floor
          Boston, MA 02109
        • Matthew McAuliffe

          Matthew McAuliffe

          First Vice President–Wealth Management

          Financial Advisor

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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.

            • Merrimack College, B.A. in Political Science
              One Post Office Square
              35th floor
              Boston, MA 02109
            • Kenneth Railey

              Kenneth Railey

              Executive Director

              Associate Market Executive

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              Ken is one of the Associate Market Executives in the Boston Market for UBS Wealth Management Americas, where he is responsible for 5 branches in the state of Massachusetts.  He works with approximately 250 Financial Advisors entrusted with roughly $35 billion in client assets.  With an unwavering conviction to lead by example, Ken prides himself on being client centric and always wants to deliver the best possible service.

              Background/Experience

              Ken joined UBS in 2013 and has spent his time in various leadership roles including being the Operations Manager and Processing Manager for the New England and Upstate NY Markets. Prior to UBS, Ken held the position of Senior Business Service Manager with Morgan Stanley in Boston and the South Shore offices overseeing both the Support Staff and Operations. This experience along with Ken’s reputation for hard work, honesty and commitment, has added immense value to the Advisors and clients he works with every day.

              Community and Family

              As a community person, Ken has volunteered at the Relay for Life, and the Greater Boston Food Bank. He believes that supporting the community is essential to personal and professional development.
              He and his wife, Aileen, reside in Cumberland, RI, with their 3 children where he spends time at the hockey rink, tennis court, and swimming pool to support his kids’ activities.  He also likes camping with the family, playing pickleball, and is an avid Boston Sports Fan.

              Education and Licenses

              Ken received a B.S. in Finance from The University of Massachusetts, Amherst, graduating with honors. He has his Series 3, 4, 7, 9, 10, 24, and 66 securities licenses along with his CEPA® designation.

                • The University of Massachusetts, Amherst, B.S. Finance
                • Certified Exit Planning Advisor
                One Post Office Square
                35th floor
                Boston, MA 02109
              • Lorraine Malanga

                Lorraine Malanga

                Team Administrator

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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
                      35th floor
                      Boston, MA 02109
                    • Tammi Halley

                      Tammi Halley

                      Investment Associate

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                      Tammi Halley is an Investment Associate with extensive experience in the financial services industry, having joined UBS in 1989. She is dedicated to providing exceptional service to clients and their families, taking a personalized and hands-on approach to meet their financial service needs. Tammi's primary goal is to cultivate and maintain long-term client relationships by understanding their priorities and needs, which helps her build trust and offer valuable insights throughout various stages of their lives to help them achieve their financial goals. She holds series 7 and 63 licenses and holds a Bachelor's degree in Business Administration from Emmanuel College. Tammi and her husband live in the South Shore and have two children. In her free time, she enjoys spending time with her family and friends, volunteering, traveling, and participating in outdoor winter and summer recreational activities.

                            One Post Office Square
                            35th floor
                            Boston, MA 02109
                          • Maria Aliferis

                            Maria Aliferis

                            Senior Wealth Strategy Associate

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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
                                35th floor
                                Boston, MA 02109
                              • Vincent Zingarelli

                                Vinny Zingarelli, CFP®

                                Wealth Management Associate

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                                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.

                                  • University of Delaware, B.A. in Political Science
                                  • CERTIFIED FINANCIAL PLANNER™
                                  One Post Office Square
                                  35th floor
                                  Boston, MA 02109
                                Business transition and succession planning

                                Business transition and succession planning

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                                Mobile deposit

                                Estate planning strategies

                                Estate planning strategies

                                Managing wealth is our craft

                                We’re committed to understanding what wealth means for you.

                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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