Our Team
Family owned and operated since 2002
Meet the team
Don
G. Stamas
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
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.
Tom
Worth III
Tom is a Certified Financial Planner® (CFP®), who develops and manages client relationships. Tom joined Defender Capital in 2014 and has been working with high net worth families for two decades. Originally from Raleigh, North Carolina, Tom and his wife Lawson, also a NC native, have lived in Charlotte since the mid-1990s where they are raising their two children.
E.J.
Rabell Jr.
E.J. is responsible for developing and managing client relationships. E.J. worked at Defender Capital from 2006-2014 before stepping away to co-found a digital marketing startup focused on helping nonprofits. He also served as a Private Client Banker at J.P. Morgan Chase before returning to Defender in 2021. He resides in Nashville, TN.
Josh
Leary
Josh is responsible for developing and managing client relationships. Josh has 14 years of Banking experience, specializing in Leveraged Finance Sales & Trading. Before joining Defender Capital, Josh worked for US Bank and Citizens Bank, on both Investment Grade and High Yield desks. He has lived in Charlotte since 2010, after earning his MBA from UNC Chapel Hill. Josh and his wife, Kate, have two daughters and a son.
Chris
Wilson
Chris focuses on transcendent service to ensure client needs are met in a timely manner. Before joining Defender Capital in 2019, Chris was employed at UBS. Chris and his wife, Jenna, have two daughters.
Dylan
Coe
Dylan is responsible for developing and managing client relationships at Defender Capital. Before joining Defender, Dylan managed a full line insurance firm, Smith Insurance. More recently he was a client consultant at Wells Fargo Advisors.