The latest appointment strengthens JANA’s support for superannuation funds and liability-aware institutional investors seeking integrated advice and implementation.
JANA Investment Advisers has appointed Oscar Lonergan as senior client development director, strengthening its support for institutional clients across superannuation, not-for-profit and liability-aware sectors.
Lonergan officially commenced his role at JANA on Monday 19 January 2026.
JANA supports a broad range of institutional clients across superannuation, wealth, not-for-profits, insurance and other sectors.
The appointment is intended to bolster the firm’s engagement with not-for-profit and liability-aware investors who are seeking an institutional-quality consultant or investment implementation partner.
Reporting to Sai Srinivasan, head of client development, Lonergan’s focus is on partnering with prospective clients across the not-for-profit and liability-aware sectors, including general, life and private health insurers, as well as long service leave and redundancy trusts.
In the role, Lonergan engages with organisations to help meet their investment goals, aligning JANA’s investment, governance and responsible investment capabilities, alongside more integrated support across advice and implementation.
JANA said many institutions in these segments operate with limited internal resources and are increasingly seeking integrated support to execute their investment strategies.
The firm’s implemented consulting platform has grown from $11 billion to more than $18 billion over the past five years, reflecting rising client demand and broader access to fund managers and strategies.
Lonergan joins JANA from Russell Investments, where he held senior institutional business development roles, most recently as institutional business development manager, working closely with not-for-profit, insurance and government clients.
Lonergan said: “NFP and liability-aware investors are operating in an increasingly complex environment, and there is growing demand for advice that is both rigorous and practical. I’m excited to be joining JANA and working with clients to support their purpose and long-term objectives.”
Srinivasan added that “Oscar’s experience working with NFP and liability-aware investors will be instrumental as we continue to support clients navigating more complex investment, governance and implementation requirements.”
