Our Team

Joseph A. Auteri

Mr. Joseph A. Auteri received a Bachelor’s of science degree in Business Administration with a dual major in Finance and Economics in 1993 from Drexel University. Joe participated in the Co-Operative education program while attending Drexel and worked as a Special Benefits Coordinator at CIGNA Corporation.

In July 2001, Joe obtained a Master of Science degree in Financial Services from the American College in Bryn Mawr, PA. Joe is also an Investment Advisor Representative with Eagle Strategies LLC, a registered investment adviser.

At Tradecraft Financial Group, LLC, Joe’s areas of experience include fee-based financial planning, estate planning, exit planning for business owners, and institutional and private asset management. In November 2003, Joe received the designation of “Academic Fellow” from the European Academy for Economic and Cultural Relations for his distinguished work in the fields of Finance and Economics. Joe is a member of the Philadelphia Estate Planning Council, the Delaware Valley Planned Giving Council, and the National Association of Insurance and Financial Advisers. Joe is also a member of the Association of Advance Life Underwriters, and is a Life and Qualifying member of the Million Dollar Round Table.*

Joe volunteers a significant amount of time to a number of non-profit organizations:

  • President & CEO, Italy-America Business Council & Network (2003-2018)
  • Chairman, Board of Directors for the Ramsey Educational Development Institute
  • Grand Treasurer, Sovereign Military Order of the Temple of Jerusalem
  • Director, The Raymond G. Davis Templar Foundation
  • Director, Board of Directors for the Iraqi Christian Relief Council

Joe also gives back to his community by generously sharing his expertise for a number of academic organizations, supporting his commitment to higher education. In 2006 Joe was elected to the steering committee for the New York Life Political Action Committee. He has lobbied Congress on behalf of New York Life and the financial services industry for responsible tax reform, and in 2004 was a member of the lobbying team that worked with Congress to repeal IRC Sec. 809 (The Mutual Company Add-on Tax). Joe is fluent in English and Italian.

 


 

 

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.