James Duffy
President, Partner at Wiss / Trusted Advisor
- Role
- President, Partner at Wiss
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
About James Duffy
Jim Duffy is President and Partner at Wiss, helping lead the firm’s strategy, growth, and evolution as a modern, independent advisory firm. He plays a key role in shaping the firm’s direction—bringing focus, accountability, and momentum to both client relationships and internal initiatives.A trusted advisor to entrepreneurial families, Jim brings over 25 years of experience working at the intersection of business strategy, tax planning, succession, and personal wealth. He specializes in guiding multi-entity, family-owned companies through growth, transition, and legacy planning—often serving as a sounding board for both current leaders and rising generations.Jim is known for his clarity, candor, and ability to cut through noise to deliver meaningful results. He builds lasting relationships rooted in trust, curiosity, and a deep understanding of what matters most to his clients.
Experience
President, Partner
Nov 1995 — Present
Education
Villanova University
Bachelor of Science
1990 — 1995
Skills
- Tax
- Financial Reporting
- Management Consulting
- Mergers
- Financial Accounting
- Audit
- Auditing
- Accounting
- Gaap
- Internal Controls
- Financial Analysis
- Budgeting
- Due Diligence
- Us Gaap
- Employee Benefits
- Strategic Planning
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