Dave concentrates his practice on software patent matters. He has worked with companies of all types, and with innovation at all levels of the software stack. He routinely investigates the patent risks and opportunities presented by the data science and AI/ML advances that are driving innovation today. Dave brings a particularly wide range of experience in the financial services sector, having previously worked as a patent examiner focused on financial services innovation and as an in-house IP counsel in the industry.

Dave is experienced in all aspects of patent practice, including patent portfolio development, post-grant proceedings, pre-litigation interactions, and litigation. Having managed a corporate trade secret program as an in-house attorney, Dave also brings firsthand experience designing information security protocols and efficiently handling data incidents. Supporting it all is Dave’s background in Computer Science and many years spent developing a pure-play software practice, which has given him a deep understanding of the related technical and IP issues.

Dave brings a unique pedigree to his work. Besides his time in private practice, Dave served as in-house IP counsel at one of the largest banks in the world, and helped guide its IP strategy during a time of substantial evolution. He began his career as a patent examiner in a “business methods” Art Unit at the United States Patent and Trademark Office, giving him practical insight into how to structure patent applications for success. Dave is well-respected in the patent community and currently serves as co-chair of the IPO’s U.S. Patent Office Practice committee. 

Honors and Awards

  • Recognized by North Carolina Pro Bono Honor Society for pro bono work, 2021

Publications