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Jerry Cicalese

CPC, AIFA®, CPFA, TGPC®

Partner, Head of Retirement

Professional Experience

As Head of Retirement at Sentinel Group, Jerry Cicalese leads the strategic direction of Retirement Plan Services, ensuring alignment with Sentinel’s mission and overall business strategy. He provides clear vision and leadership while guiding the continued growth and evolution of the firm’s retirement offerings.

Jerry builds strong relationships with key stakeholders across the organization and throughout the industry. He is focused on fostering a culture of innovation, accountability, and collaboration, while maintaining a strong emphasis on regulatory compliance, sound risk management, and cross-functional alignment to support organizational goals. Under his leadership, the Retirement team is committed to continuous improvement and delivering a high standard of service.

Jerry is also responsible for carrying out Retirement Plan Services’ vision of helping Americans achieve a more secure retirement, along with its mission to deliver memorable service that creates easier experiences and meaningful outcomes for the people it serves. He works closely with internal and external sales teams to strengthen relationships with investment advisors and enhance the value delivered to plan sponsors and participants.

Keeping clients’ and strategic partners’ best interests at the center of every decision, Jerry believes a collaborative, solutions-oriented approach to problem solving is essential to building trust, long-term relationships, and successful outcomes.

Educational Background and Certifications

  • St. John’s University, Queens, NY  – Bachelor of Science – Political Science
  • Accredited Investment Fiduciary Analyst® (AIFA)
  • Certified Pension Consultant (CPC)
  • Qualified 401(k) Administrator (QKA)
  • Qualified Pension Administrator (QPA)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Tax-Exempt & Governmental Plan Consultant (TGPC)
  • Qualified Plan Financial Consultant (QPFC)
  • Member, Vistage International

Hometown

Wantagh, NY

Out of the Office

Outside of work, Jerry enjoys spending time with his family and relaxing at a beach. A passionate food enthusiast, he’s always interested in hearing about a great restaurant especially if it involves his greatest weakness: classic New York style pizza.

Check the background of this investment professional on FINRA's BrokerCheck.

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