Moment Partners, LLC

Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, NV. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies combining active and passive security selection and frequently uses independent managers and options strategies in portfolio construction.

Jason Cohen is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Moment Partners, LLC and previously spent eight years at Wells Fargo Clearing Services, LLC and six years at Wells Fargo Advisors, LLC. Cohen serves on the finance committee of the Horizons Foundation in San Francisco, where he reviews budgets and provides analysis advice. Moment Partners, LLC offers investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, foundations, and institutional clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies combining active and passive security selection, and utilizes independent managers alongside options strategies and third-party private funds for qualified clients.

Scott Hampton is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Moment Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing Services and three years at Wells Fargo Advisors. Hampton serves as co-trustee for a family trust. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, and institutional clients. The firm uses a combination of active and passive strategies, risk-adjusted and tax-aware asset allocation, and incorporates independent managers and options strategies where appropriate.

Brandon Hagerla is a financial advisor at Moment Partners, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, Inc., and the University of Central Arkansas. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension and profit-sharing plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies, combining active and passive security selection with ongoing monitoring and rebalancing.