Jim Duffy
President & Partner
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.
Education
BS – Accounting
Villanova University
Certified Public Accountant in New Jersey and New York
Professional Affiliations
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
New York Society of Certified Public Accountants
Beyond Wiss
Jim is a proud husband and father of three who prioritizes staying active—whether through running, yoga, or pickup basketball. He maintains a regular meditation practice and values clarity, calm, and keeping things in perspective. His favorite escape is the small beach town where his family spends summers, drawn back each year by the strong sense of community. He enjoys time on the water and looks forward to more fishing trips in the years ahead.