Aplavya (AZ) Gupta

Portfolio Manager

Markets humble everyone eventually — I just try to be curious enough to learn the lesson before it gets expensive.

Meet AZ

AZ is a Portfolio Manager based in Encino, California. He joined Mercer Advisors through the acquisition of Singer Burke, where he served as Portfolio Manager for seven years. Driven by the dynamic nature of the markets and the energy of collaboration, AZ thrives in environments where constant change, intellectual challenge, and a shared sense of purpose keep him engaged and motivated. AZ earned an M.S. degree in financial engineering from the Anderson School of Management at the University of California, Los Angeles and a B.S. degree in technology and mechanical engineering from Delhi Technological University.

His working style

AZ’s working style combines analytical rigor with a calm, adaptable approach. He tailors his communication to each client’s preferences — whether they want to explore every detail or focus on key takeaways — helping conversations feel productive and personalized. When complex challenges arise, AZ a takes a thoughtful, disciplined approach, focusing on understanding the underlying issues before developing solutions. His steady demeanor, clear communication, and collaborative mindset help clients navigate decisions with clarity and confidence.

AZ in real life

What keeps you busy outside of work?

I stay active following sports, am enthusiastic about anime, and enjoy a good night out with friends.

Any words you try to live by?

I live by karma — what you put out into the world comes back to you. I try to bring that same energy to every interaction, personally and professionally.

What’s one thing you are surprisingly good at?

Gaming is something people are often surprised to learn I take seriously. The strategy involved translates more than you might think.

Meet AZ’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates AZ counts on — and how they work together to support you.
Stephanie Connor Arkof

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

What AZ Says

Stephanie is the kind of leader who doesn’t just point you in the right direction — she walks the path with you. Anytime a challenge comes up, she’s the first to roll up her sleeves and work through it, and you always come out the other side having learned something. She leads by example in every way.

Amitha Harichandran

Amitha Harichandran

Partner, Sr. Wealth Advisor

What AZ Says

Amitha brings a level of warmth and dedication to this work that raises the bar for everyone around her. No task is too big or too small — she approaches every client interaction with the same care and commitment. Collaborative, dependable, and genuinely one of the best to work alongside.

Richard Singer

Richard Singer

Partner, Sr. Wealth Advisor

What AZ Says

Richard has a rare ability to see the full picture when others are focused on the details. He’s a sharp, decisive thinker and brings that same clarity to his client relationships. He genuinely invests in the people he works with, not just their portfolios, and building trust comes naturally to him.

Ready to learn more?

Mercer Advisors Team