ORC Expert Advisory Services ORC International

  home    |    find an expert    |    request an expert    |    join our network    |    about us     expert login  
Expert Consulting and Expert Witness Services
  search tips 
Share this page:  Send to LinkedIn Send to Facebook Tweet This Email Print

 Expert  726912

Expert in Pens and Markers for the Stationery and Cosmetic Industry, Specializing in Fluid Delivery Systems.

Available for your Consulting and Expert Witness Needs

North Carolina (NC)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert has been active in product development for the stationery and cosmetic industry for 30+ years. Pens that he has contributed in a major way, have been sold worldwide and in very large quantity for customers as varied as Hewlett Packard, Noxell, and Revlon. He is expert in most phases of Conventional marker pens, Free ink pens, Roller ball pens, Valve action pens, Fiber tipped cosmetic pens, Calligraphy pens, Graphic art pens, and Fountain pens. His expertise extends to the capillarity of the reservoirs, fluid flow passages and pressure equalization chambers as well as to the tip and surface interactions that define performance. He knows most and has been to many of the major suppliers of pen components in Europe and the Far East. He is expert in proposing design solutions to pen performance problems including shelf life and service life issues . He has served as expert in patent litigation and is personally named on more than 10 US and world patents. He has audited manufactures in China and Europe, regularly attends Paperworld in Frankfurt, and has attended Paperworlds in Shanghai. He has consulted the pen industry for the last 7 years since leaving his positions of Director of Technology and Marker Development at Sanford in 2002.

capillary action


felt-tip pen


marking pen





Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Raleigh, North Carolina;  Greensboro, North Carolina;  Durham, North Carolina;  Winston Salem, North Carolina;  Fayetteville, North Carolina;  Cary, North Carolina;  High Point, North Carolina;  Greenville, North Carolina;  Rocky Mount, North Carolina;  and Lynchburg, Virginia.

Year   Degree   Subject   Institution  
1966   BA   Physics   UNC Chapel Hill NC  

Work History:
Years   Employer   Department   Title   Responsibilities

1998 to 2002





Director of Technology & Marker Development


He was in charge of 2 laboratories and of all new product development supporting other labs. He lead the team that developed free ink markers for world wide distribution.

1989 to 1998


Rotring International Hamburg Germany



Chief Technical Advisor


He was technical resource helping R&D managers of US and German divisions with technical and cosmetic pen development problems

1973 to 1989


Koh-I-Noor Rapidograph



Mgr. R&D


He developed artist, fiber, roller, and tubular plotter pens, solved Mont Blanc leakage problems, lead eyeliner pen development for Cosmolab to be sold worldwide.

2002 to








He consulted a wide range of US, European, and other country based companies regarding fluid delivery systems for consumer products for the stationery, personal care, and cosmetic industry. Served as expert witness in litigation to resolve patent dispute issues. Evaluated capillary components and their suppliers from US, far east, and European suppliers of for specific fluid delivery applications.

Career Accomplishments:

He has served with WIMA, ISO, and been a member of SPSE.

Publications and Patents Summary

More than 10 patents list him as an inventor.

Consulting Services:
Selected Consulting Examples:
  • He has helped many companies solve pen product problems by suggesting design changes, as well as tools to measure pen performance characteristics.
  • He has solved R&D issues pen leaking that had plagued product development, and allowed the products to meet market introduction deadlines
  • He has recommended suppliers for critical pen components that improved made possible acceptable pen function. He has provided the expertise to solve pen ink interaction problems.
  • He has recommended manufacturers for new pen products and conducted audits in the Far East.
  • He has suggested alternative fluid delivery systems for unique and new applications for global companies.
Recent Client Requests:
  • Expert in Liquid Delivery Systems Product Prototypes
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
His input and deposition was instrumental in overturning a costly patent infringement suit against a fortune 500 company.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2009 to 2009   Korea   As a consultant, he advised a Korean company regarding leakage issues of their current free ink pens by making changes in their pen design.
2009 to   Czech Republic   He identified the cause for leakage in an existing pen design and suggested procedures to measure the leak resistance of better pen designs.
2008 to 2009   Germany   Performed compatibility tests on inks and capillary pen components to more quickly identify the best match
2006 to 2006   China   Visited a major pen manufacturer to review and comment on their quality machanisms as well as interacting with their engineering staff

Language Skills:
Foreign Language   Description
German   His German is almost as good as his English, and can be considered bi-lingual

Market Research:
He regularly reviews new products for clients to assess potential market impact and to identify strengths and weaknesses. He visits most active large scale pen manufacturers at world trade fairs to search for new product innovation

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

He has developed and taught a Marker 101 course for new employees and management to better comprehend performance features and failure mechanisms of marking pens

Supplier and Vendor Location and Selection

He has visited suppliers in China to do factory audits and engineering assessments to identify potential new suppliers. He has visited pen tip manufacturers in Germany, the US and Japan


Need the right expert?  We can help!

home       find an expert       request an expert       join our network       about us

Intota is now ORC Expert Advisory Services