Your life. Your wealth. Your future.

Pursue what matters most

Person standing on mountaintop

In today’s economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you’d like your wealth to achieve.

Talk to us about how we can help you embrace your financial future with confidence.


“We provide thoughtful advice about the issues you expect to face, and the ones you won’t see coming.”

— Matthew Gaffney

Plans

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.

  • Matthew F. Gaffney Photo

    Matthew F. Gaffney

    Senior Vice President–Wealth Management

    Financial Advisor

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    Matt Gaffney has thirty years of experience in the financial services industry.  For three decades he has provided investment advice to individuals and their families, public and private companies and non-profit organizations.  His steady hand and reasoned opinions continue to help clients navigate today's markets, plan for the future and realize their financial goals.

    Matt is a graduate of Providence College and serves on the Providence College National Board of Overseers and President's Council.  He is also a member of the School Board at St. Thomas Aquinas High School in Dover, NH and serves on the Investment & Loan Committee for the Diocese of Manchester.  Matt and his wife Shannon live on the NH seacoast with their three daughters.

          One Post Office Square
          34th Floor
          Boston, MA 02109
        • Patrick J. Filice Photo

          Patrick J. Filice

          First Vice President–Wealth Management

          Financial Advisor

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          Patrick began his financial services career at the beginning of one of the stock market's most tumultuous periods – and over the past decade has helped clients manage their wealth through good times and bad.  He joined UBS in 2015 after spending the first 8 years of his career at Morgan Stanley. 

          As a CERTIFIED FINANCIAL PLANNER™, Patrick works closely with his clients to plan for life's most important moments including retirement, education funding, charitable giving & estate planning.  He works in a cohesive manner with his clients' external advisors to help ensure a holistic wealth management experience. 

          Patrick lives in the San Francisco Bay Area with his wife Stephanie and their three children Claire, Thomas and Annie.  Outside of the office he enjoys travel, golf and men's league hockey. 

              • CERTIFIED FINANCIAL PLANNER™
              • Wealth Advisor
              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
            • Cameron P. Connolly Photo

              Cameron P. Connolly

              Wealth Strategy Associate

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              Cam has been with the Gaffney Group since 2015. He focuses on creating customized financial plans, relationship building and catering to the investment management needs of the team’s clients and their families.  Cam earned a B.S. in Economics from the University of Massachusetts, Amherst and holds his Series 7 and Series 66 licenses.  Cam resides in San Francisco and enjoys traveling, skiing, and spending time with family and friends.

                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104
                  • Olga Vaillant Photo

                    Olga Vaillant

                    Client Associate Senior

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                    • KY
                    • LA
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                    • MI
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                    • MT
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                    Olga has worked in wealth management since 2004.  In 2007, she joined the UBS San Francisco team dedicated to the UBS Equity Plan Advisory Services as a Senior Registered Client Associate.  In her role at UBS as Team Administrator she manages the administrative and operational needs of the team in addition to servicing ultra-high-net-worth clients. In 2021, Olga joined The Gaffney Group. She is passionate about providing exceptional service while also becoming a trusted partner for her client’s financial needs.  Olga holds her Series 7, 63 and Nevada Life & Annuity licenses. 

                    Olga lives with her family in Reno, NV and enjoys hiking, skiing, traveling, and reading.  

                          6900 South McCarran Boulevard
                          Suite 1020
                          Reno, NV 89509
                        • Todd D. Mayo

                          Executive Director

                          Senior Wealth Strategist

                          Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals.  He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects.  In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives. 

                          Professional History

                          Before joining UBS, Todd was general counsel of Perspecta Trust.  He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company.  Before that, he practiced trust and tax law with Cleveland, Waters and Bass. 

                          Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020).  He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US). 

                          Affiliations

                          Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee. 

                          Education

                          Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.

                        • Roger Kraus

                          Director

                          Senior Wealth Management Banker

                          Current role and areas of expertise

                          Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Roger provides expertise in the following areas:

                          1. Securities Backed Lending
                          2. Residential and Commercial Mortgages
                          3. Cash management and Credit Cards
                          4. Art, aircraft and yacht financing

                          Professional history

                          Roger Kraus returns to UBS as a SWMB for the Greater Boston Market.  He began his career with UBS in 2006, first at 1285 Ave of the Americas in NY, then  in the Private Wealth office at 299 Park Ave.  In 2009, his FA team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank as an FA in their Law Firms Group. 

                          Education and personal information

                          Roger has a degree in English Literature and Performance,  and enjoyed a 10+ year career as a professional actor in New York City and nationally before starting his career in finance.  He currently lives in Boston's historic South End.

                        A focus on personalized access and service

                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                        Our Process

                        Our Process

                        A team approach

                        A team approach

                        Debt ceiling and inflation

                        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

                        Global leader

                        UBS is a world-leading wealth manager

                        #1

                        Global Equity Research 

                        Institutional Investor, 2021 Global Rankings

                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022