Our Team
Troy Newman
Kyle McBurney
Santo Dimino
Erin Porter
Bobbi Rebisz
Andrew Gordon
Todd Seresky
Pat Clark
Chelsea Brochu
Troy Newman
Managing Partner & Founder
Troy is the founder of Highland Peak and has more than 25 years of experience in the financial services industry. His area of expertise is utilizing strategic design to optimize client portfolios based around their growth and income needs. Troy’s high-net worth client base primarily consists of business owners, corporate executives and multi-generational families.
Prior to founding Highland Peak, Troy was a senior director for BNY Mellon Wealth Management for 10 years where he managed a team with $4.5B in AUM. Troy also directly managed client relationships with $750M in AUM. Prior to joining BNY Mellon, Troy was a vice president at Strategic Financial Partners where he managed the investment department and controlled strategic asset allocation for over $750M in client assets. Before that, he held management positions with Kessler Financial Services, Blackstone Capital Management, and Thomson Financial.
Troy received his bachelor’s degree from the California State University Sacramento and his MBA from Babson College. Troy is an active Member of the Board for Summer Search, is involved with the Boston Estate Planning Council, and has been a guest speaker on Money Matters Radio and at Babson College.
Kyle McBurney, CFP®
Managing Partner
Kyle is a Managing Partner and Portfolio Manager for Highland Peak Wealth. He specializes in working with individuals and families to implement and manage customized investment strategies in an uncertain world.
Kyle has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives, manage their investments, and integrate their investment strategy within a complete wealth management plan.
Prior to Highland Peak Wealth, Kyle worked as a VP and Senior Portfolio Manager at BNY Mellon. Kyle worked directly with high-net worth clients, foundations, and ultra-net-worth family offices. At the time of his departure, he was managing over $700M in client assets. Before BNY Mellon, Kyle was a Financial Advisor at Barclays Private Wealth and Morgan Stanley. During his tenure at Morgan Stanley, Kyle was a top performer and earned the prestigious Pacesetter Award.
Kyle received a Bachelor’s Degree from Kenyon College, graduating with distinction in History and Political Science. While at Kenyon, he was a member of the Varsity Basketball and Golf Teams. He is presently an active member of the Norfolk and Plymouth Business Planning Council and President of the Board for the Neponset River Watershed Association. Kyle and his wife, Heather, currently reside in Dover MA, with their two little boys, Teddy and Cooper.
Santo Dimino, CIMA®
Wealth Director
Santo is a seasoned financial professional with expertise in banking, wealth management, and real estate. His experience includes management, advisory, and business development roles, making him a versatile and reliable resource in the finance industry.
As a Wealth Director, Santo plays a crucial role in helping high net worth investors manage their wealth and achieve their goals. He provides tailored financial advice to address the unique needs and challenges faced by highly paid executives, founders, generational wealth trustees, and beneficiaries during significant liquidity or life events.
Driven by his dynamic international background, Santo speaks English, Italian, Spanish, and French. He earned his B.S. in Business Administration from Salem State University and currently holds the following licenses & designations:
CIMA® - Certified Investment Management Analyst
FINRA Series 7 and 66
MA Life, Health & Accident Insurance
MA Real Estate Agent
When he's off the clock, Santo enjoys active and cultural pursuits. He enjoys exploring new destinations, whether skiing down snowy slopes, biking through rugged trails, or hiking up a mountain. Growing up in Italy, Santo deeply appreciates art, culture, and culinary delights. Santo lives in Revere, MA, just north of Boston, with his wife Camilla and their kitten Kora.
Erin Porter, MBA
Operations Manager
Erin Porter, MBA, is a relationship-focused leader with experience in customer service, administration, and operations. She serves as Operations Manager at Highland Peak Wealth, where Erin works to ensure excellent and proactive customer service, maintain records, produce business intelligence reports, and foster a culture of teamwork, innovation, and continuous improvement. Erin earned a BA in 2007 from Wells College, where she majored in Economics with a minor in French, and she earned her MBA from Syracuse University in 2024.
Erin is from a small town in northern New York, where she learned to appreciate the outdoors and hard work. In honor of her late grandmother, Erin participates in the Boston Cares organization and has knit more than dozens of hats, scarves, and mittens for children in Boston.
Planning Specialists
Through our partnership with Commonwealth Financial Group, Highland Peak Wealth has access to the following specialists and resources.
Bobbi Rebisz
Head of Advisor Growth
As Head of Advisor Growth, Bobbi is responsible for driving the development strategy to increase advisor productivity via coaching and consulting. Her coaching in key areas of practice management includes developing vision and goals, identifying growth opportunities, defining roles and responsibilities, emphasizing the value of segmentation and the client experience, and financial management. She is committed to cultivating best practices to ensure teams have growth today and maximize the value of their practice in the future. Bobbi also helps advisors plan for succession and the continuity of the business.
Bobbi Rebisz has 18 years of experience in the Financial Services industry with a background and focus on practice management coaching and consulting, business development, and marketing. Before her current role, Bobbi was the Director of Advisor Teaming at MassMutual.
Andrew Gordon
Advanced Planning Strategist
As Advanced Planning Strategist at Commonwealth Financial Group, Andrew works directly with advisors on the pre-sale analysis and design of Advanced Planning cases in the Business High Net-Worth, Estate Planning, and Personal High Net-Worth Markets. Andrew brings a creative thought process to opportunities, helping clients and advisors acknowledge and address various planning opportunities. His approach focuses on pairing timely concepts and unique funding ideas to specific client situations with an emphasis on future flexibility.
Before joining Commonwealth Financial Group, Andrew spent 10 years at First American Insurance Underwriters, a full-service Brokerage General Agency in the Boston Area. As a Senior Case Design Specialist, he worked with top national insurance producers from a multi-carrier design standpoint.
Todd Seresky
Investment Planning Strategist
As an Investment Planning Strategist at Commonwealth Financial Group, Todd works with clients to help them achieve their financial goals while supporting advisors in understanding the investment landscape and identifying potential solutions.
Prior to his current role, Todd worked at Bank of New York Mellon as an Associate Wealth Manager, overseeing more than $1 billion in assets under management. He also worked at Fidelity Investments as an Internal Wholesaler, selling Fidelity’s mutual funds, 529 plans, and retirement products to financial advisors, generating over $300 million in mutual fund sales. Todd received his Bachelor of Science in Finance from Lehigh University in 2012 and his MBA from Babson College in 2022. He holds Series 7, Series 63, and Massachusetts Life and Health licenses.
Patricia Clarke
Planning Experience Team Lead
Pat is directly involved in creating a seamless and efficient experience during client onboarding. In addition, she is responsible for leading a team of Client Account Administrators in supporting advisors in establishing client insurance, investment, and annuity accounts from the application phase to its completion.
Pat supported financial advisors in their practices for over 20 years as a Client Relations Manager, providing servicing and new account support for advisors and their clients. She has a bachelor’s degree in psychology with a minor in business and office administration and a master’s in education counseling.
Chelsea Brochu
Estate Planning Strategist
As an Estate Planning Strategist at Commonwealth Financial Group, Chelsea focuses on meeting the needs of affluent families in the private banking and wealth management space. Previously, she served as a Senior Client Experience Manager at Key Private Bank in Connecticut, where she was responsible for the overall delivery of plans for high-net-worth clients across a team of investment, fiduciary, and planning strategists. Chelsea’s holistic approach centers on the client, ensuring efficiency both during and after the client’s lifetime, with a special focus on preserving peaceful familial relationships throughout the process.
She is a graduate of the University of Vermont and the Western New England University School of Law.