Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Matthew F. Gaffney

Senior Vice President - Wealth Management
617-439-8118

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Matt Gaffney has over twenty-five years of experience in the financial services industry.  For two and a half 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.


Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, ME, MI, NC, NH, NJ, NV, NY, RI, SC, TN, TX, VA, VT


Patrick J. Filice

Vice President - Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
415-954-6831

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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 two children Claire and Thomas.  Outside of the office he enjoys travel, golf and men's league hockey. 


Registered States:
AL, AZ, CA, CO, CT, DC, FL, HI, IL, MA, MD, ME, MT, NC, NH, NY, RI, TN, TX, VA


Cameron P. Connolly

Wealth Strategy Associate
617-439-8255

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Cam has been with the Gaffney Group since 2015. He focuses on implementing 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 Boston and enjoys traveling, skiing, and spending time with family and friends.


Registered States:
AL, CA, CT, FL, MA, MD, NH, NY


Olga Vaillant

Senior Client Service Associate
415-954-5982

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Olga is a Registered Client Service Associate. Olga is client focused and responsible for enhancing the ongoing client experience by providing a high level of operational assistance to clients. Olga has over a decade of financial services experience. Prior to joining UBS in 2007 she was employed by Morgan Stanley.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY