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.

Registered States:
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

Chris Herlihy is a Senior Vice President with UBS in Boston. For the past 24 years, Chris has provided customized advice to a select group of corporate executives, entrepreneurs, ultra-high-net-worth families, foundations and endowments.

Additionally, throughout his career, Chris has worked with a number of prominent Venture Capital and Private Equity clients, assisting them with block trading, hedging and various other monetization strategies for their portfolio companies.

Chris is a graduate of Tufts University with a Bachelor of Arts degree in History. Outside of work, Chris is very active in the community, coaching a number of his children's sports teams over the past 10 years. Chris was raised in Winchester, MA where he continues to live with his wife Susan and their two children Ryan and Charlotte.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, KS, LA, MA, ME, MI, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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.

Registered States:
AL, CA, FL, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TN, VA, VT

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.

Registered States:
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

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. 

Registered States:
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

Jamie joined the Connolly Group in 2015. Jamie guides clients through the onboarding process, monitors account transfers and focuses on servicing team clients. She works with Venture Capital Firms, institutional accounts and high-net-worth clients.

Jamie is responsible for handling daily operations of the organization pertaining to client service and financial advisor support.

Prior to joining UBS, Jamie worked in the Real Estate industry. Jamie graduated from Bentley University in 2012, where she was a member of the Women's Soccer Team. She currently lives in South Boston, MA. Outside of the office, Jamie enjoys spending time with her family and friends, and is an avid Syracuse Basketball fan.

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.

Registered States:
CA, FL, IL, KY, MA, NH, NY, OR, PA, RI, SC