Family. Wealth. For Generations.

Generational Family on Beach

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Crane

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Matthew F. Gaffney Photo

    Matthew F. Gaffney

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • DC
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    Matt is a seasoned financial professional whose wealth management legacy spans over three decades. He has provided advice to highly successful individuals and their families, public and private companies, and non-profit organizations. His steady hand and reasoned opinions have steered clients safely through the dot.com and housing bubbles, the unprecedented challenges of the Covid outbreak, and subsequent market recoveries. He is dedicated to helping clients navigate today’s unpredictable markets and stay focused on their long-term objectives, plan for the future, and realize their financial goals. Matt and his team embrace the principles of the UBS Wealth Way, and deliver an unwavering commitment to client service and success.

    Matt is a graduate of Providence College and serves on their National Board of Overseers and President’s Council. Local volunteering includes many years of coaching and Matt has served on numerous boards and committees on the NH seacoast where he and his wife Shannon raised three daughters. His golf game is a work in progress.

          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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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • HI
          • IL
          • MA
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          • ME
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OR
          • PA
          • RI
          • TN
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          • UT
          • VA

          Patrick is dedicated to addressing the unique needs of successful individuals and families. He believes the primary obstacles for many investors to be high investment costs, investor psychology and poor tax and estate planning. Patrick and his team work closely with their clients and outside advisors to mitigate and overcome these issues. In the complicated world that we live in today, Patrick believes the most sophisticated plan is often a simple one. 

          Patrick began his financial services career in 2007 at Morgan Stanley before being recruited to UBS in 2015. He has distinguished himself as a CERTIFIED FINANCIAL PLANNER™ practitioner. Patrick and his wife Stephanie live in the San Francisco Bay Area with their three children. Outside of the office he enjoys coaching his daughter’s soccer team and his son’s little league team. 

              • CERTIFIED FINANCIAL PLANNER™
              • Wealth Advisor
              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
            • Armin Safarkhani

              Armin Safarkhani

              Client Associate

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                Armin received a Bachelor of Science in Behavioral Neuroscience with minors in Economics and Spanish from Northeastern University. His passion for financial services stemmed from his fascination of capital markets and investment management. Prior to joining the team at The Gaffney Group, Armin worked in Investment Grade Private Credit at SLC Management.

                He grew up in Atlanta and currently resides in Boston. During his free time, Armin enjoys playing soccer, cooking for friends and family as well as traveling around the world. 

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

                      Lily Kavan

                      Client Associate

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                        Lily is a Client Service Associate with over 15 years of experience across diverse industries with a focus on public relations, sales and marketing. Lily became part of the UBS team in 2022, bringing along six years of banking expertise. She has lived and worked in multiple countries and loves to work with people. Lily studied physics and resides in The Peninsula. In her spare time, she paints and explores Japanese sumi-e painting techniques. 

                              400 South El Camino Real
                              Suite 900
                              San Mateo, CA 94402
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                              Olga Vaillant

                              Senior Client Associate

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                              • AK
                              • AL
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                              • CA
                              • CO
                              • CT
                              • DC
                              • DE
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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

                                  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.

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                                  Focus on liquidity management

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                                  UBS and Credit Suisse—stronger than ever

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                                  Making sense of significant wealth

                                  We can help you plan for it.

                                  When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                  We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                  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

                                  $5+ trillion

                                  In invested assets globally 
                                  As of 11/07/2023

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