About Us
Our Team
Who we are
Family owned and operated since 2002
As a private family-run firm, we answer to our clients, not shareholders. Defender Capital, an SEC-Registered Investment Advisor, manages private accounts – retirement accounts, non-retirement accounts, trusts, corporate accounts, donor-advised funds, etc. – for individuals, families, and corporations. We take a research driven, long-term approach, investing in U.S. equities. We keep skin in the game by investing in the same holdings as our clients. We offer fair and transparent fees. We focus on delivering after-tax returns.
Defender Capital
Meet the team
Don
G. Stamas
Founding Partner, CEO
As a Certified Financial Planner® (CFP®) and Chartered Life Underwriter® (CLU®), Don has served as Chairman on the board of the Charlotte Estate Planning Council and as Director of the Charlotte Financial Planning Symposium. Don and his wife Kathryn have two daughters and a grandson.
John
D. Stamas
Founding Partner, CIO
Before co-founding Defender Capital, John began working at Oppenheimer & Co. in New York City and moved to Charlotte in 1998. John and his wife Elizabeth have two sons.
Defender Capital