Tommy Barletta

Tommy Barletta Email and Phone Number

Co-Founder and Managing Partner @ Aldis Institutional
Washington, DC, US
Tommy Barletta's Location
Washington, District of Columbia, United States, United States
About Tommy Barletta

With over 20 years of experience at the crossroads of financial markets, policy and politics, I founded Jones Point to provide strategic advisory services to companies and investors impacted by an ever-changing regulatory and legislative environment. I leverage my deep knowledge of policy trends and my strong relationships with Washington and Wall Street to help my clients navigate complex challenges and opportunities.As a founder, I work closely with clients to develop and execute effective advocacy strategies and provide insights and analysis on policy and market trends.

Tommy Barletta's Current Company Details
Aldis Institutional

Aldis Institutional

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Co-Founder and Managing Partner
Washington, DC, US
Tommy Barletta Work Experience Details
  • Aldis Institutional
    Co-Founder And Managing Partner
    Aldis Institutional
    Washington, Dc, Us
  • Jones Point
    Founder
    Jones Point Nov 2021 - Present
    Jones Point provides strategic advisory services to companies and investors impacted by an ever-changing regulatory and legislative environment. Core Services:• Legislative/Regulatory Advisory - Policy landscape analysis and development of tailored strategies for companies facing complex regulatory challenges and opportunities.• Industry Advisor - Seamless integration with company management to develop policy agenda, serve as principal liaison between management and external regulatory consultants, ultimately ensuring alignment and execution.• Political Intelligence - Analysis and handicapping of policy and regulatory trends; active tracking and monitoring of material catalysts.• Capital Markets - Leveraging strong relationships on Wall Street to connect companies seeking capital and guidance with investors.Sector Expertise Includes:- Healthcare (MCOs, Services, Digital Health, Pharma/Biotech)- Clean Tech/Energy Transition- Fintech
  • Capitol Asset Strategies
    Senior Advisor, Health Policy
    Capitol Asset Strategies Dec 2023 - Present
    Capitol Asset Strategies provides strategic advice, guidance, and risk management on complex legal, regulatory, legislative and transactional issues that confront financial services businesses. We offer clients custom-tailored representation to ensure long-term success.
  • Nextgen Venture Partners
    Venture Partner
    Nextgen Venture Partners Mar 2022 - Present
    San Francisco, California, Us
    NextGen Venture Partners works with over 1,500 Venture Partners to invest in startups. Our Venture Partners are top founders and innovation executives across the country whose expertise and connections help NextGen accelerate growth of our portfolio companies.
  • Jumpstart Foundry
    Mentor
    Jumpstart Foundry Nov 2022 - Present
    Nashville, Tennessee, Us
  • Marwood Group
    Director Of Research
    Marwood Group Dec 2007 - Oct 2021
    New York City, New York, Us
    Head of Marwood Group Research, responsible for directing multi-sector team of healthcare analysts’ outreach to key policymakers and translating policy catalysts into actionable investment advice for demanding hedge fund and mutual fund client base.• Lead Marwood Group Research – focused on identifying and handicapping impact of state and federal policy issues on hospitals, health insurance firms, healthcare services providers, pharmaceuticals and biotechnology. Coverage includes: ACA implementation and outlook, HHS regulations impacting healthcare providers; Congressional healthcare policy.• Manage team of Senior Analysts and Associates in New York and Washington offices and oversee development of published research, client communications and events in Washington, DC and New York.• Lead business development efforts which includes developing and maintaining relationships with a number of sell-side healthcare analysts, planning and executing multi-city marketing road shows in the US and UK, coordinate speaking engagements for senior analysts and developing marketing collateral. • Extensive experience communicating complex investment research ideas and delivering actionable investment advice to Marwood’s institutional investor clients.• Senior account manager responsible for servicing the firm’s highest profile accounts and working directly with portfolio managers, analysts and operations staff at leading asset management firms across the U.S., U.K. and Europe.• Originated and manage more than $2M in annual revenue from hedge fund and mutual fund client relationships. Personally advise top firm clients on a day-to-day basis and tailor research product offerings to match client-specific investment exposure.• Healthcare, energy and tax expertise including healthcare reform implementation, Medicare and Medicaid reimbursement policies and federal energy policy.
  • Retail Industry Leaders Association
    Policy And Planning Intern
    Retail Industry Leaders Association May 2006 - Jun 2006
    Washington, District Of Columbia, Us
    • Developed strategies that addressed global business challenges facing a group of retailers with $1.5 trillion in combined sales. • Represented association at US-Vietnam WTO Business Coalition meetings and developed strategies that resulted in Congressional approval of Vietnam’s WTO membership, improved retail supply chain efficiency and increased access to a $1.2 billion market.
  • Fratelli Group
    Public Relations Consultant
    Fratelli Group Jan 2005 - Aug 2005
    Designed and launched public relations and grassroots marketing strategies for leading financial services, consumer products and manufacturing companies. Strategies advanced client’s legislative agendas and led to increased profitability in international markets. Business Roundtable – International Trade Task Force• Developed/managed client relationships with Fortune 500 Washington representatives and key local and national to achieve client’s strategy and public policy goals. • Co-developed/executed national media campaign increasing Congressional support for U.S.-Dominican Republic/Central America Free Trade Agreement (DR-CAFTA), boosted sales for U.S. businesses by $3 billion.National Foreign Trade Council• Principal account manager for media strategy for leading Washington-based international trade association.• Positioned NFTC as key source on $18.5 billion Chinese National Offshore Oil Company-Unocal merger.
  • Congressman Cal Dooley
    Press Secretary/Legislative Assistant
    Congressman Cal Dooley Oct 2001 - Jan 2005
    Legislative Assistant Key staff member for California Congressman, responsible for analyzing developments in federal health care, tax and international trade policy. Developed recommendations and legislative strategies for Congressman.• Advised Fortune 500 representatives on government relations strategies and coordinated legislative campaigns achieving key public policy goals and increased profitability in international markets.• Responsible for working Congressional offices staffs, Administration and foreign governments to implement Congressman’s legislative agenda. Resulted in passage of key international trade and health care legislation.Press SecretaryUtilized print media, grassroots events, direct mail and internet-based communications to communicate Congressman’s position on numerous federal and state legislative issues to national and local media.• Evaluated impact of international trade legislation on businesses in the Congressman’s District and communicated the Congressman’s support to national and local media. U.S.-Australia Free Trade Agreement (108th Congress)• Worked with Australian Embassy staff, Congressional offices and leading financial services and consumer products companies to ensure Congressional passage of FTA. • Resulted in $500 million in increased sales for U.S. firms in 2005.

Tommy Barletta Skills

Public Policy Government Consulting Management Strategy Financial Modeling Healthcare Public Relations Policy Analysis Hedge Funds Business Development Analysis Strategic Planning Politics Financial Analysis Investment Advisory International Business Political Risk Analysis Investment Research Alternative Energy Energy Series 7 Series 65 Institutional Investments Mergers Investments Finance Asset Management Working With Investors Research Cross Functional Team Leadership Lead Generation Team Leadership Leadership Health Policy Healthcare Consulting Government Relations

Tommy Barletta Education Details

  • Wake Forest University
    Wake Forest University
    Politics/Spanish
  • Georgetown University Mcdonough School Of Business
    Georgetown University Mcdonough School Of Business
    Strategy/Finance/Marketing

Frequently Asked Questions about Tommy Barletta

What company does Tommy Barletta work for?

Tommy Barletta works for Aldis Institutional

What is Tommy Barletta's role at the current company?

Tommy Barletta's current role is Co-Founder and Managing Partner.

What is Tommy Barletta's email address?

Tommy Barletta's email address is tb****@****oup.com

What is Tommy Barletta's direct phone number?

Tommy Barletta's direct phone number is +121294*****

What schools did Tommy Barletta attend?

Tommy Barletta attended Wake Forest University, Georgetown University Mcdonough School Of Business.

What are some of Tommy Barletta's interests?

Tommy Barletta has interest in Travel Throughout Europe, Politics And Comparative History, Interests, Strong Microsoft Office Skills Interests, Asia, Strong Microsoft Office Skillsinterests, Golf, Strong Microsoft Office Skills.

What skills is Tommy Barletta known for?

Tommy Barletta has skills like Public Policy, Government, Consulting, Management, Strategy, Financial Modeling, Healthcare, Public Relations, Policy Analysis, Hedge Funds, Business Development, Analysis.

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