Intellectual Property and Other Legal Services


Fish & Richardson, Intellectual Property

Specializing in intellectual property, the law firm Fish & Richardson provides both counseling and litigation services for your intellectual property needs.

Additionally, Fish & Richardson offers the FISHstep program.  FISHstep is designed to enable startup companies to protect their intellectual property early in their formation; the benefits of the program include the preparation and filing of a patent application with deferred billing until the company is funded, in exchange for 1% of the company’s equity.  For further information, please contact F&R at FISHstep@fr.com, online at www.fr.com/FISHstep.


Peter Weissman, Emerging Business Practice at Blank Rome, LLP.

Peter Weissman is a partner at a private international law firm, where he has prosecuted hundreds of patents before the Patent & Trademark Office and litigated patent infringement cases in court. Peter counsels clients to best achieve their legal and business goals, including protecting ideas and brands, forming companies, and identifying and negotiating growth opportunities and investments. He is a frequent speaker on patent / trademark / copyright procurement and strategies for start-up and established companies, as well as general counseling of entrepreneurs.

Contact Peter at:

Blank Rome LLP.
Watergate 600 New Hampshire Avenue NW
Washington, DC 20037
Email:  Weissman@blankrome.com
Phone:  (202) 772-5805


Valuation Services

Jan Allen Klein

Jan Klein has been both a venture capitalist and operating executive who has spent over 25 years in the telecommunications, media, and technologies space.  He is an Executive in Residence at Stevens Institute of Technology’s Howe School of Technology Management and is general partner at PSK and THP LLC’s, advising early stage technology companies and financial institutions.  

As a business and financial planning executive, Jan has helped a number of early and mid - stage companies secure financing and establish industry partnerships. His assignments have included mobile service providers, application developers, equipment providers, and technology enabling firms that were venture backed, private equity financed, and publically traded.

Jan holds a BS in Aerospace Engineering from The Pennsylvania State University, an MBA in Finance from George Washington University, an Executive MBA from Cornell University, and an Associate Degree in Accounting from the University of Pittsburgh. He is a Certified Public Accountant in New Jersey and holds a NASD Series 7.

Contact Jan at:

Email:  jklein973@gmail.com


Financial Planning Services

David Greene, Vice President and Financial Advisor at Bernstein Global Wealth Management

David Greene is a financial advisor with Bernstein Global Wealth Management. He advises high-net-worth individuals and institutions regarding investment strategies and works closely with clients and their professional advisors on a wide range of investment matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses. His background and his practice focuses on personal financial planning and investment management for entrepreneurs, business owners, and their families.

David earned an AB in economics from Harvard College and an MBA from Harvard Business School. He is a CERTIFIED FINANCIAL PLANNER™ and the author of Dollars and Sense: Ten Fundamentals of Financial Success (http://dollarsandsensebook.com).

Contact David at:

Bernstein Global Wealth Management
800 Connecticut Ave NW, Suite 1100
Washington, DC 20006
Email:  David.Greene@bernstein.com
Phone:  202-261-6714

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