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Patrick H

Series 63, Series 65

San Francisco, CA

Moment Partners, LLC

Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he serves as a board member of the Lodgepole Parque Homeowners Association in Incline Village, NV. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies, employing qualitative and quantitative analysis alongside ongoing portfolio monitoring and rebalancing.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Jason C

CFP®, Series 66

San Francisco, CA

Moment Partners, LLC

Jason Cohen is a CFP® with 14 years of industry experience, currently serving as an advisor at Moment Partners, LLC since 2024. He previously worked at Wells Fargo Clearing for eight years. Cohen is a finance committee member of the Horizons Foundation in San Francisco, where he provides budget analysis and oversight. Moment Partners, LLC provides investment management and financial advisory services to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocations using active and passive strategies, and offers discretionary portfolio management, independent manager selection, and comprehensive financial planning.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Scott H

CFP®, Series 66

San Francisco, CA

Moment Partners, LLC

Scott Hampton is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has worked at Moment Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing. Hampton serves as a co-trustee for a family trust. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors, emphasizing risk-adjusted, tax-efficient asset allocations through a combination of active and passive strategies and comprehensive financial planning.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Brandon H

Series 66

San Francisco, CA

Moment Partners, LLC

Brandon Hagerla is a financial advisor at Moment Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, and the University of Central Arkansas. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies, with ongoing portfolio monitoring and rebalancing.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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