Overview
James Duffy serves as President and Partner at Wiss[1][3], where Duffy helps lead the firm's strategy, growth, and evolution as a modern, independent advisory firm[2]. Duffy brings over 25 years of experience working at the intersection of business strategy, tax planning, succession, and personal wealth[2], specializing in guiding multi-entity, family-owned companies through growth, transition, and legacy planning[2]. Duffy earned a Bachelor of Science in Accountancy from Villanova University between 1990 and 1995[4].
Profile introduction
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…
Career history
Education
Bachelor of Science, Accountancy1990 - 1995Villanova University
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