Houman

Houman brings a quantitative and data-driven approach to everything 12 Stones builds. As a quant and data scientist by training, he architects the operational infrastructure, technology systems, and analytical frameworks that power the firm's ability to deliver CFO-level oversight at scale.

In the financial advisory world, most firms run on spreadsheets, manual processes, and disconnected systems. Houman saw an opportunity to build something fundamentally different — an operational backbone that gives advisors real-time visibility into client cashflow, tax positioning, and portfolio alignment without the manual overhead that slows traditional firms down.

As COO, he is responsible for building operational efficiencies across the entire 12 Stones ecosystem — from client onboarding workflows to planning team coordination to the data pipelines that inform strategic recommendations. As CTO, he leads the technology strategy that makes integrated, multi-dimensional financial planning possible at the level of precision 12 Stones clients expect.

Houman's conviction is that the best financial advice is only as good as the systems that support it. When the infrastructure is right, advisors spend less time on administration and more time on the strategic work that actually moves the needle for clients.