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, Partner and 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
Chris Wilson, Associate,
focuses on transcendent service to ensure client needs are met in a timely and careful manner. Before joining Defender Capital, Chris was a financial advisor with UBS. Chris and his wife, Jenna, are enjoying life as newlyweds.
“I define success by the lasting impact on others. My primary objective is to connect people to their personal and professional aspirations.”
Email: CW@defendercapital.us Phone: 704-942-8617