Josh L.

Josh L. is a partner at Defender Capital, LLC, a private, family-run investment advisory firm based in Charlotte, NC. In this role, he helps oversee client investment portfolios, focusing on delivering after-tax returns and transparent, research-driven investment solutions for individuals, families, and corporations through separately managed accounts.

His investment expertise centers on U.S. equities, where he employs a long-term, value-oriented approach. Defender Capital specializes in managing retirement and non-retirement accounts, trusts, corporate accounts, and donor-advised funds, emphasizing alignment with client interests by investing alongside them.

While the firm’s leadership team is prominently listed, publicly available records do not provide independent confirmation of Josh L.'s background, sector specialization, or prior career history. No verified details are available regarding his educational credentials or specific contributions to the investment field. All professional claims are limited to his current role and the published investment focus of Defender Capital, LLC.