Joseph A. Auteri, MSFS, AEP
Born June 27, 1969 Philadelphia, PA
Education: The Episcopal Academy ‘88
B.S. Drexel University ‘93
M.S. The American College ‘01
Resides: Drexel Hill, PA
Family: Diana Pezzetti (Spouse)
Joseph A.
Auteri II (Son)
Giuliana E.
Auteri (Daughter)
Anthony M.
Auteri (Son)
Mr. Joseph A. Auteri received a Bachelors of Science degree in Finance and Economics in 1993 from Drexel University. While attending Drexel between 1989 and 1993, he worked as a Special Benefits Coordinator at CIGNA Corporation. Joe serves as an adjunct professor in the LeBow College of Business where he continues to lecture on the opportunities in the entrepreneurial world.
In July 2001, Joe obtained both a Masters of Science degree in Financial Services and the Accredited Estate Planner designation from the American College in Bryn Mawr, Pennsylvania. Joe holds a license as an Investment Adviser Representative with Eagle Strategies Corporation, a Registered Investment Adviser. At Berardi, Auteri & Associates LLP, Joe’s areas of expertise include wealth management and estate maximization strategies, business succession planning as well as institutional and private asset management.
In November of 2003, Joe received the designation of “Academic Fellow” from the European Academy for Economic and Cultural Relations for his distinguished work in the field of Finance and Economics.
Joe is a member of the Philadelphia Estate Planning Council and the Delaware Valley Planned Giving Council. He is also a member of the National Association of Insurance and Financial Advisers and the Million Dollar Round Table. Joe serves as the Executive Vice President and Treasurer of the National Italian American Political Action Committee, and is a member of the Board of Governors of Drexel University’s Alumni Association. Joe also serves as a member of the steering committee for the New York Life Political Action Committee.
Joe also serves as a member of the Armed Services Committee at The Union League of Philadelphia and is an Advisory Board member of the Ramsey Educational Development Institute. He is also an Advisory Board member of the Italy-America Chamber of Commerce of Greater Philadelphia, a member of the Center for the Study of The Presidency and the Foreign Policy Research Institute.
Joe is married to his wife Diana and they have three children Joseph, Giuliana and Anthony. They reside in Drexel Hill, PA. Joe enjoys snow skiing and traveling. Joe is also fluent in English and Italian.