James Treadway, CPA

Mr. Treadway joins  us from Andersen (f/k/a Wealth Tax and Advisory Services (WTAS) and Arthur Andersen), in West Palm Beach, Florida, where he was a Senior Manager and accountant since 2011. While there he focused on private wealth clients and commercial real estate enterprises, including serving as a controller of family office services; overseeing insurance, accounts receivable and payable management, and payroll and sales tax reporting; and financial and wealth reporting. Prior to his career with Andersen, he held controller and accounting positions with Ernest & Young, National Oak Distributors, and in the Stuart, Florida office of Frank A. Ferraro, CPA, P.A.

Jim is a graduate of Palm Beach Atlantic University, summa cum laude, with a B.A.  degree in Accounting and is a U.S. Army veteran.   He joins our Wealth Management and Family Office Departments, as Family Office Accounting Manager. This department has grown to meet the diverse needs of our clients who desire to delegate oversight of their financial, wealth accounting, and tax compliance affairs to a third party. We and our clients have found that these services are best offered through the lens of their family legal counsel, who are licensed and trained to opine on the numerous legal issues confronting family wealth today.



Scroll to Top