Prominent Financial Services Executive Tapped for Trustee Post

GREENWOOD VILLAGE, COLORADO—The National Endowment for Financial Education (NEFE) has appointed financial services executive John Woerner to serve on its 16-member board of trustees.

Woerner, senior vice president of Strategic Planning and Business Development at Minneapolis, Minnesota-based Ameriprise Financial Services, Inc., complements the NEFE Board of Trustees, a group representing expertise in a variety of disciplines including financial services, education and communications, among others. He will assist in providing direction for the nonprofit organization over the next three years.

“I am honored to be associated with NEFE. I have admired this group’s unique mission in the nonprofit sector of helping people gain confidence when it comes to managing their money,” said Woerner on his appointment. “I look forward to working with NEFE to continue to broaden and deepen the positive impact that financial well-being can have on all Americans, ultimately helping them realize a secure future for themselves and their families.”

During 2008, Woerner will participate in committees related to NEFE programs and investments. Joining him on the board of trustees is Martin Jaffe, chief operating officer of New York-based Silvercrest Asset Management Group, LLC, a wealth management firm that oversees more than $8.5 billion in assets.

“As we continue our commitment of providing people from all walks of life with the tools necessary to achieve their financial independence, it is a tremendous advantage to have a solid assembly of trustees on our board,” said Ted Beck, president and CEO of the Colorado-based National Endowment for Financial Education. “With his passion and superior background, the addition of Mr. Woerner boosts the exceptional leadership already in place.”

Woerner joined Ameriprise Financial in 2005, assuming responsibilities for leading the development and implementation of strategic programs designed to advance its business. Ameriprise Financial has more than 2.8 million individual, business and institutional clients and $492 billion in owned, managed and administered assets as of September 2007.

Prior to Ameriprise Financial, Woerner served as leader of the North American Asset Management, Brokerage and Wealth Management practice for McKinsey and Company. He also was one of the leaders of McKinsey’s retirement initiative, a multi-year effort addressing financial services industry opportunities in serving consumer’s retirement needs. Woerner spent 10 years at McKinsey and was named partner in 2000.

Throughout his career, Woerner has developed a comprehensive knowledge of creating and executing strategies for leading financial services firms in North America and Europe. He has worked across a variety of disciplines, including domestic and international asset management expansion, retail advisor performance improvement, and retirement product innovation. Woerner holds a bachelor’s degree in Finance from Pennsylvania State University and an MBA from the Wharton School at the University of Pennsylvania. He began his career working with Goldman Sachs as a financial analyst in capital markets.



  • Paul Golden

    Media Relations Director

    Direct: 303-224-3514
    Cell: 303-918-3620
    [email protected]