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Don-Stamas
Don G. Stamas, Founding Partner, serves as the Managing Director of the firm.  As a Certified Financial Planner® and Chartered Life Underwriter®, he is a nine-time recipient of the Five Star Wealth Manager Award; 2008-2016.  Don currently serves on the board of the Charlotte Estate Planning Council and the Financial Planning Association of Charlotte.  Don is a 1987 honors graduate of Glassboro State College with a Bachelor’s of Science. He and his wife Kathryn live in Charlotte with their two daughters and 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-Stamas
John D. Stamas, Founding Partner, serves as Chief Investment Officer of the firm’s private accounts and hedge fund.  Before co-founding Defender Capital in 2001, John was a vice president with Oppenheimer & Co in New York City. John graduated from Rutgers College in 1988 with a degree in Economics.  Beyond his business interests, John is an active member of the Charlotte community, serving or having served in a variety of positions. He and his wife Elizabeth live in Charlotte with their 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: 704-373-1204

Tom-Worth
Tom C. Worth III, Partner is a CFP® who, since 2000, has been in the financial services industry and oversees Defender Capital’s Family Advocacy practice.  Before joining Defender Capital, Tom served as served as the personal CFO to three North Carolina-based affluent families helping oversee and manage all aspects of their financial needs. Tom is a member of the Charlotte Estate Planning Council, Financial Planning Association, and Wake Forest Family Business Forum.  Tom grew up in Raleigh, NC, attended Wake Forest University and the University of St. Andrews in Scotland. He is a 1994 graduate of North Carolina State University with a Bachelor’s of English. He and his wife Lawson live in Charlotte with their daughter and 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
Patrick Walsh, Research Analyst, analyzes portfolio companies through qualitative and quantitative research.  Patrick is a 2013 graduate of Winthrop University, where he received his Bachelor of Science in Business Administration and M.B.A. with a concentration in Finance.  During this time, 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. He enjoys reading, traveling, and giving back to the community through local outreach efforts.

“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