JOSEPH AUTERI

Mr. Joseph A. Auteri is the Founder, President and CEO of Tradecraft Financial Group, LLC, where he has specialized in fee-based financial planning, estate planning and exit planning for business owners for more than 30 years. He also provides comprehensive investment and asset management services for high-net-worth clients. Joe received a Bachelor of Science degree in Business Administration with a dual major in Finance and Economics in 1993 from Drexel University. He participated in the Co-Operative education program while attending Drexel and worked as a Special Benefits Coordinator at CIGNA Corporation. Joe is a past member of the faculty at Drexel University’s LeBow College of Business serving as an adjunct professor of marketing, where he taught a course called “Services Marketing”. Joe has also appeared as a guest speaker for more than 30 years at the university where he continues to lecture on career opportunities in the financial services industry.

 In July 2001, Joe obtained both a Master of Science degree in Financial Services from the American College in Bryn Mawr, Pennsylvania and the Accredited Estate Planner designation from the National Association of Estate Planners and Councils. Joe also holds a license as an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Adviser. In November of 2003, he 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. In September 2025 Joe earned the designation of Certified Plan Fiduciary Advisor from the National Association of Plan Advisors. Joe is a member of the Philadelphia and Tampa Bay Estate Planning Councils, and the National Association of Insurance and Financial Advisers. In January 2026, Joe was inducted into The Society of Trust and Estate Practitioners. In May 2026, Joe earned the designation of Certified Exit Planning Advisor from the Exit Planning Institute. Joe is also a Life and Qualifying member of the Million Dollar Round Table, a member of the Association for Corporate Growth, and a member of FINSECA. Joe has volunteered a significant amount of his time for several non-profit organizations.

 President and CEO, Italy-America Chamber of Commerce of Philadelphia (2003-2018)

Executive Vice President & COO, National Italian American Political Action Committee (2000-2010)

Vice Chairman of the Board of Directors for the Ramsey Educational Development Institute

Member, Drexel University Alumni Board of Governors (1995-2005)

Member, The University Club of Tampa

Member, The Italian Club of Tampa- L’Unione Italia

Member, The National Italian American Foundation

Member, Global Interdependence Center

 In 2006 Joe was elected to the steering committee for the New York Life Political Action Committee (NYL-PAC). He has lobbied Congress on behalf of New York Life, the financial services industry, and consumers for responsible tax reform. In 2004 Joe was a member of the lobbying team which worked with Congress to repeal IRC Sec. 809 (The Mutual Company Add-on Tax). Joe is also fluent in English and Italian and is conversant in Spanish.

Mr. Joseph A. Auteri is the Founder, President and CEO of Tradecraft Financial Group, LLC, where he has specialized in fee-based financial planning, estate planning and exit planning for business owners for more than 30 years. He also provides comprehensive investment and asset management services for high-net-worth clients. Joe received a Bachelor of Science degree in Business Administration with a dual major in Finance and Economics in 1993 from Drexel University. He participated in the Co-Operative education program while attending Drexel and worked as a Special Benefits Coordinator at CIGNA Corporation. Joe is a past member of the faculty at Drexel University’s LeBow College of Business serving as an adjunct professor of marketing, where he taught a course called “Services Marketing”. Joe has also appeared as a guest speaker for more than 30 years at the university where he continues to lecture on career opportunities in the financial services industry.

 In July 2001, Joe obtained both a Master of Science degree in Financial Services from the American College in Bryn Mawr, Pennsylvania and the Accredited Estate Planner designation from the National Association of Estate Planners and Councils. Joe also holds a license as an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Adviser. In November of 2003, he 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. In September 2025 Joe earned the designation of Certified Plan Fiduciary Advisor from the National Association of Plan Advisors. Joe is a member of the Philadelphia and Tampa Bay Estate Planning Councils, and the National Association of Insurance and Financial Advisers. In January 2026, Joe was inducted into The Society of Trust and Estate Practitioners. In May 2026, Joe earned the designation of Certified Exit Planning Advisor from the Exit Planning Institute. Joe is also a Life and Qualifying member of the Million Dollar Round Table, a member of the Association for Corporate Growth, and a member of FINSECA. Joe has volunteered a significant amount of his time for several non-profit organizations.

 President and CEO, Italy-America Chamber of Commerce of Philadelphia (2003-2018)

Executive Vice President & COO, National Italian American Political Action Committee (2000-2010)

Vice Chairman of the Board of Directors for the Ramsey Educational Development Institute

Member, Drexel University Alumni Board of Governors (1995-2005)

Member, The University Club of Tampa

Member, The Italian Club of Tampa- L’Unione Italia

Member, The National Italian American Foundation

Member, Global Interdependence Center

 In 2006 Joe was elected to the steering committee for the New York Life Political Action Committee (NYL-PAC). He has lobbied Congress on behalf of New York Life, the financial services industry, and consumers for responsible tax reform. In 2004 Joe was a member of the lobbying team which worked with Congress to repeal IRC Sec. 809 (The Mutual Company Add-on Tax). Joe is also fluent in English and Italian and is conversant in Spanish.