In today’s rapidly changing geopolitical environment, businesses in

competitive and regulated markets require advocacy combining political,

government, and communications experience, real insight and

sophisticated strategies. Chartwell brings together a unique and highly-

experienced team of experts from a vast array of disciplines to achieve

client objectives. Our team has expertise in everything from public policy

advocacy to strategic communications and political risk management.

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THE ABILITY TO EFFECTIVELY ASSESS AND NAVIGATE POLITICAL RISK HAS NEVER

BEEN MORE IMPORTANT TO THE SUCCESS OF CORPORATE AND GOVERNMENT LEADERS.

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GOVERNMENT RELATIONS

Based on in-depth public policy analysis, Chartwell develops compelling narratives to align with decision-

maker priorities. We ensure that well-crafted messages reach the appropriate audience to educate policy

makers at the federal and state level.

POLITICAL RISK MANAGEMENT

Chartwell identifies potential political and regulatory risks and develops strategies to help mitigate them.

Wherever possible, we turn risks into positive opportunities for clients.

STRATEGIC COMMUNICATIONS

Whether clients seek to drive broad public awareness or reach a targeted audience, we chart the stakeholders

that matter and develop messaging that influences, persuades, and shapes outcomes. Our experience and

relationships with journalists, editors, and opinion leaders achieve results.

REPUTATION MANAGEMENT

Chartwell excels in intelligence gathering within political, government, media, and business circles. We help

clients resolve challenges, leverage opportunities they may not known have existed, and provide strategic

counsel during critical moments.

INTERNATIONAL AFFAIRS

With a sophisticated understanding of international affairs, business, and politics, Chartwell helps clients

effectively engage, communicate, and build relationships with U.S. policymakers and opinion leaders.

DIGITAL ADVOCACY

Chartwell provides digital and social advocacy, targeted online advertising, and grassroots mobilization to

advance various business and policy goals.

SERVICES

SERVICESGovernment Relations

In today’s rapidly changing political

environment, successful advocacy requires

experienced partners and sophisticated

strategies. Based on in-depth public policy

analysis, Chartwell develops compelling

narratives to align with decision-maker

priorities. Chartwell’s holistic approach

combines direct advocacy outreach with

detailed stakeholder mapping. We ensure that

well-crafted messages reach the appropriate

audience through multiple channels. Chartwell

excels in educating policymakers, and helping

clients predict and prepare for political and

regulatory policy shifts. Our team brings a

longstanding, bipartisan relationship network

to help clients navigate power centers at the

federal and state level.

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SERVICESPolitical Risk Management

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The ability to effectively assess and navigate

political risk has never been more important to

the success of corporate and government

leaders. Chartwell’s experts have extensive

experience developing strategies that manage

political risk for the world’s most influential

companies and countries. We do not just

identify potential political and regulatory risks,

we develop strategies to help mitigate those

risks and, when possible, turn them into

positive opportunities for our clients. Chartwell

brings expertise in political risk management

for companies across an array of sectors,

including foreign companies entering the US

market.

SERVICESStrategic Communications

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Our strategists craft compelling client

narratives to ensure their voice is heard across

all forms of media. Whether our clients seek to

drive broad public awareness or reach a

targeted audience, we chart the stakeholders

that matter and develop messaging that

influences, persuades, and shapes outcomes. In

an increasingly cluttered news environment, we

find creative ways to bring our clients’

messages to market. Most importantly, our

experience and relationships with journalists,

editors, and opinion leaders achieve results.

Our team has drafted op-eds that have been

published by top-tier media outlets in the US

and globally.

SERVICESReputation Management

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Chartwell works alongside CEOs and the senior

leadership of major companies and institutions

to enhance and protect their organizations’

reputations. Chartwell excels in intelligence

gathering within political, government, media,

and business circles.

We enjoy an expansive relationship network

including at the highest levels of the Trump

administration and Congress as well as media

across all levels in Washington and beyond. Our

experience has shown that successful

reputation management requires anticipating

issues before they arise, inoculating against

them, and communicating with clarity and

confidence. Moreover, we move quickly and

work discreetly to help our clients manage

reputational challenges in real time as they

evolve.

SERVICESInternational Affairs

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The Chartwell team has advised and managed

successful political and public affairs campaigns

throughout the world. We provide expert

public affairs, advocacy, and strategic advisory

services to governments, corporations, and

individuals with global profiles. Rooted in a

sophisticated understanding of international

affairs, business, and politics, Chartwell helps

clients effectively engage, communicate, and

build relationships with US policymakers and

opinion leaders. Our team has a successful

track record of shaping the public dialogue on

major US foreign policy and global issues.

SERVICESDigital Advocacy

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Chartwell provides clients integrated digital

strategies and services to advance their

business and policy goals including digital and

social advocacy, targeted online advertising

and grasstops and grassroots mobilization to

amplify your message with credible, authentic

“Outside the Beltway” voices. The Chartwell

team has a successful track record of

groundbreaking and results-driven digital work.

We seamlessly integrate digital into public

relations, crisis communications, and grassroots

lobbying efforts for clients across an array of

sectors, including healthcare, financial services,

energy, defense, technology, nonprofits, and

government.

THE CHARTWELL TEAM

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DAVID TAMASI

David is widely viewed as one of

Washington's leading public affairs

counselors, advising CEOs and world

leaders. He is recognized as a leading

Republican fundraiser, having participated

in numerous congressional, gubernatorial

and presidential finance committees over

the last two decades, including most

recently serving as Trump Victory Finance

Chair, Washington, DC. He has been named

by Politico as a "Power Player" and The Hill

as a "Top Lobbyist." David frequently

appears in national print and on cable

media sharing his views on the state of

politics from a Republican perspective.

David previously managed the Washington,

DC office of a leading national public affairs

firm and worked for a global public relations

firm. Earlier in his career, David served as a

Washington, DC correspondent for the

Lawrence Eagle-Tribune and The Falmouth

Enterprise. He began his career working in

the Massachusetts Legislature and at the

law firm of Todd & Weld, LLP.

David earned a bachelor's degree from

Gettysburg College and a master's degree

in Journalism from Boston University.

OZZIE PALOMO

Ozzie specializes in devising and executing

advocacy strategies for clients in a

bipartisan manner before the Legislative

and Executive branches of the federal

government.

Ozzie serves on several finance committees

at both the federal and state level and as an

adviser to numerous Congressional steering

committees. Most recently, Ozzie was a

Northeast Finance Chair for a 2016

presidential campaign.

Ozzie works with large institutions, small

businesses, start-ups and publicly traded

companies in the defense, education,

environmental and financial services sectors

offering guidance on legislative and

regulatory affairs. He has also worked

closely with several non-profit clients by

providing counsel on how federal policies

may impact their respective missions. Ozzie

earned his BA from James Madison

University with a major in Political Science

and Modern Foreign Language, and a minor

in History.

MATT EPPERLY

Matt is a leading public affairs counselor who

advises corporate and government leaders on

strategic communications, international

affairs, and political risk management. He has

managed public affairs and marketing

campaigns in more than 30 markets around

the world.

For more than 15 years, Matt has worked at

the intersection of policy, business, politics

and communications, as an adviser,

consultant and entrepreneur. He brings

extensive experience in developing public

affairs and marketing campaigns that enable

private and public-sector clients to achieve

their objectives. Matt is a veteran of

Democratic political campaigns at the

presidential and local levels.

Earlier in his career, he worked as a political

adviser in City Hall in New York City and

founded a government affairs firm and a real

estate investment company. Matt graduated

cum laude from the School of Foreign Service

at Georgetown University. He received his

MBA from the McDonough School of Business

at Georgetown University.

THE CHARTWELL TEAM

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ALYSE LAVOIE

Alyse is an Associate who works with the

firm’s public affairs and government

relations clients.

Alyse brings experience in digital marketing,

public affairs, and public relations. She

previously worked as a community outreach

manager for a fast-growing digital

marketing firm. Earlier in her in career, Alyse

interned at the Department of Commerce’s

Office of Public Affairs and the Washington

office of U.S. Senator Elizabeth Warren.

Alyse holds a B.A. from American University

in Communications, Law, Economics, and

Government with a minor in

Communications and resides in

Washington, DC.

CHRISTOPHER SMITH

Christopher specializes in taking complex

public policy issues and finding ways to

communicate them in clear and simple

terms to the public, the media, and

policymakers. He brings the unique

perspective of having participated in

government policymaking at the highest

levels in both the Executive and Legislative

branches, as well as internationally.

Christopher was previously Chief of Staff to

U.S. Treasury Secretary John W. Snow, and

Counselor to the Treasury Secretary. He

oversaw the Department’s operations, and

worked on major tax and entitlement

reform legislation, financial markets policy,

housing finance reform, terrorism finance,

as well as international economic diplomacy

efforts, which included Brazil, Russia, India,

and China.

He received a Master of Public

Administration (MPA) degree from the

George Washington University and a BA

degree in economics from Dickinson

College.

LUKE BALLMAN

Luke Ballman is a legislative and regulatory

affairs strategist with nearly 20 years of

experience in the areas of banking, domestic

and international finance, and national

security.

Prior to joining Chartwell Strategy Group, Luke

served as a Deputy Assistant Secretary for

Legislative Affairs at the U.S. Department of

Treasury under President Barack Obama and

President Donald Trump. During his time at

Treasury, Luke worked closely with

Republicans and Democrats in Congress to

craft legislation and communicate the

Administration’s position on critical domestic

and international issues. During his time at

Treasury, Luke worked on anti-money

laundering, Bank Secrecy Act, CFIUS, and

sanctions-related issues.

Earlier in his career, Luke worked on Capitol

Hill for U.S. Senator Mark Dayton (D-MN) and

Congressman Rob Andrews (D-NJ), members

of the Senate and House Armed Services

Committee respectively, handling national

security matters. Luke graduated from

Gettysburg College.

THE CHARTWELL TEAM

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DAN BLUMENTHAL

Dan is a leading expert in foreign, defense,

and Asia policy. He provides companies with

full spectrum strategies and solutions to

understand and shape the political and

business environments in Washington and

key Asian capitals.

Dan is the President and CEO of Pacific

Solutions and a former Department of

Defense official and commissioner on the

U.S.-China Economic and Security Review

Commission. Dan has helped defense and

aerospace companies win business in Asia,

investment firms understand geopolitical

and economic trends in key Asian markets,

and start-up companies secure business in

the U.S. federal government market.

Dan has published many articles on Asia

and U.S. foreign and trade policy. Dan

received a JD from Duke Law School, an MA

from the School of Advanced International

Studies at Johns Hopkins University, and his

BA from Washington University. He studied

Chinese at the Capitol Normal University in

Beijing.

BRIAN MILLER

Brian specializes in global affairs and

technology with 15 years of experience

working closely with U.S. Senators,

Congressmen, Ambassadors, corporations,

startups, and nonprofit organizations to

shape public policy. Brian helps

organizations navigate the opportunity and

risk associated with government action,

whether it is increasing favorable conditions

to drive growth or addressing the political

and social challenges associated with

emerging technologies at home and

abroad.

Brian spent six years on the staff of the

Senate Select Committee on Intelligence,

working closely with the CIA, NSA, DIA, and

other intelligence agencies on complex

problems.

Brian received his BA from Hamilton College

and his MSc in defense and strategic studies

from Missouri State University.

ANDY GABRON

Andrew provides high-impact digital and

grassroots communications strategies to

Fortune 500 corporations, new market

entrants, trade associations, and nonprofits.

Andrew has held senior roles for leading

advocacy and interactive agencies. He has led

the strategy and execution of public affairs

campaigns ranging from brand and digital

strategy to owned/earned social marketing;

integrated with lobbying, public relations,

grassroots, and grasstops strategies.

Andrew holds degrees from the University of

London (M.A. Area Studies), and a BA from

University of Colorado Boulder.

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CHARTWELL DEVELOPS MESSAGES AND STRATEGIES THAT MAXIMIZE A CLIENT’S

RESOURCES AND STRENGTHS – AND THEN SEE THEM THROUGH TO VICTORY. WE ANTICIPATE

OBSTACLES AND WE USE EVERY AVAILABLE TOOL TO ADVANCE OUR CLIENTS’ POLICY AND

BUSINESS OBJECTIVES. OUR EXPERTISE –COMBINED WITH UNPRECEDENTED ENERGY

AND DRIVE – ENSURES THAT WE DELIVER RESULTS.

+ 1.202.600.4741

info@chartwellstrategy.com

www.chartwellstrategy.com

www.linkedin.com/company/chartwellstrategy