Expert Details

Expert in Intellectual Property: Trademark, Trade Dress, Copyright, Licensing, Brand Identity, Package Design

Expert ID: 724970 New York, USA

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Serving over 50 cases and testifying at multiple depositions, arbitration, and trials, Expert is an accomplished expert witness on all trademark, trade dress, copyright, and brand infringement issues. As the Managing Partner of one of the brand identity industry's most respected global brand strategy and design firms for 30+ years, Expert has unique expertise in virtually every area of consumer product marketing, branding, and design. Clients include Procter & Gamble, Coca-Cola, Target, Unilever, Nestle, Kraft, Colgate Palmolive, Dell, Microsoft, Pfizer, Bayer, The Home Depot, and over 40 clients of equal caliber. In addition, he has created and analyzed more than 100 surveys giving him a unique ability to review provided materials and determine the likelihood of confusion, dilution, false/deceptive advertising, and all areas of brand communications.

Expert has served on multiple cases involving false or deceptive brand claims and testified at trial. Additionally, he has served plaintiffs and defendants engaged in false/deceptive advertising, package claims, social media posts, and other related claims.

Expert has served on multiple cases involving copyright infringement and developed surveys among general consumers and highly specialized audiences (i.e., medical professionals, architects, builders, etc., to support his opinions.

Unlike an academic, Expert has real-world, big-brand experience determining if a party follows established licensing agreements. He has testified on numerous cases involving licensing compliance.

He has consulted on global/national brand identity strategy and design for over 200 major consumer packaged goods brands, including Gillette Mach 3, Venus, and related brands. He has consulted on establishing the likelihood of consumer confusion and trademark infringement between national brands and private label/store brands. He has consulted on establishing the possibility of consumer confusion and trademark infringement between complementing product colors and product design. He has consulted on establishing the possibility of consumer confusion and trademark infringement between brand names and copy claims. He understands consumer purchase decisions, at-home behavior, and how graphic and structured package design influences them.


Year Degree Subject Institution
Year: 1981 Degree: BA Subject: Marketing Institution: Gettysburg College
Year: 1982 Degree: MBA in progress Subject: Marketing Institution: The New School

Work History

Years Employer Title Department
Years: 2014 to Present Employer: Undisclosed Title: Managing Partner Department:
Leads a multi-disciplined team driven to prove the ROI of integration across every consumer touch point, from brand identity to advertising, packaging, shopper marketing, web development, social media and all other branding efforts.
Years Employer Title Department
Years: 1984 to 2014 Employer: Self Employed Title: Managing Partner Department:
The Managing Partner of one of the country's most recognized and accomplished brand identity design consultancies.
Years Employer Title Department
Years: 1981 to 1984 Employer: Various Title: Planner Department: Account Management/Planner
Managed multi-million-dollar advertising assignments for Fortune 100 clients.

International Experience

Years Country / Region Summary
Years: 2007 to 2008 Country / Region: Venezuela Summary: He worked on brand identity design for the South American Market.
Years: 1986 to 2008 Country / Region: Pan-European Summary: He worked on product development and brand identity/package design for new product launch.
Years: to Present Country / Region: Global Summary: He worked on new and established brand identity and package design for global product launches/repositioning's.

Career Accomplishments

Associations / Societies
Design Management Institute (Board Member)
In Store Marketing Institute, International Institute of Research
Color Marketing Association
Association of Professional Design Firms
Professional Appointments
Design Management Institute, Board of Advisors
In Store Marketing Institute, Distinguished Faculty
Shelf Impact Magazine, Advisor
Publications and Patents Summary
Expert co-authored a book on the explanation of packaging. He is published in 30+ periodicals including Brand Week, Packaging Digest, Wall Street Journal and many others.

Additional Experience

Expert Witness Experience
He has done expert witness reports, rebutted opposing reports, depositions and state court trial testimony.
Training / Seminars
He is a frequent lecturer and conference chair at global marketing and brand identity events. Expert has spoken at more than 50 events across the US, Canada, Latin America, Europe and Asia.
Marketing Experience
He has commissioned literally hundreds of consumer research studies in dozens of countries globally. Strong expertise in interpreting research results and understanding consumer buying behavior.

Fields of Expertise

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