Don G. Stamas, Founding Partner and CEO.
As a Certified Financial Planner® (CFP®) and Chartered Life Underwriter® (CLU®), Don currently serves on the board of the Charlotte Estate Planning Council. Don and his wife Kathryn have two daughters and a grandson.
“I simply say it’s an opportunity to “love people to be their best.” This personal mission statement permeates all facets of my life.”
Email: DS@defendercapital.us Phone: 704-373-1716
John D. Stamas
, Founding Partner and CIO.
Before co-founding Defender Capital, John was a vice president with Oppenheimer & Co. in New York City. John and his wife Elizabeth have two sons.
“I love learning about successful companies; and, by owning a basket of them, I truly believe it goes a long way towards helping clients sleep at night and not outlive their money.”
Email: JS@defendercapital.us Phone: 704-737-8293
Tom Worth III, Partner
is a Certified Financial Planner® (CFP®), who develops and manages client relationships. Before joining Defender Capital, Tom served as the CFO to three families. Tom is a member of the Charlotte Estate Planning Council and Wake Forest Family Business Forum. Originally from Raleigh, NC, Tom and his wife Lawson have a daughter and a son.
“One of my greatest joys in life is to feel that I am of use to someone else; whether it be a problem solver, an encourager, mentor or just a listener.”
Email: TW@defendercapital.us Phone: 704-965-3001
Patrick Walsh, Research Analyst
, analyzes portfolio companies. Prior to Defender Capital, Patrick graduated from Winthrop University with his M.B.A. He competed as a NCAA Division I scholarship student-athlete on the men’s soccer team and held leadership positions as President of the Investment Club, MBA Association, and Student-Athlete Advisory Committee.
“By studying the greatest thinkers, investors, business minds, and people, past and present – seeking to master the best of what others have already figured out – we can share this knowledge to help our clients achieve their goals.”
Email: PW@defendercapital.us Phone: 949-466-4236