Contact Mr. Xie

Jamie Xie

JAMIE XIE, CFA is a Manager at Floyd Advisory. He has provided assistance and analysis on a range of topics including business valuations, economic damages and lost profits analyses, post-acquisition disputes (including working capital and earn-out disputes), and financial fraud investigations.

Prior to joining Floyd Advisory, Mr. Xie worked in the investment management and financial services industries. His experience includes investment advisory and portfolio analysis, financial modeling and valuation, and financial analysis and reporting.

Mr. Xie graduated cum laude from the Honors Program at Northeastern University where he earned his Bachelor of Science in Business Administration with a concentration in Finance from the D’Amore-McKim School of Business. He is a CFA charterholder and obtained the ABV credential from the AICPA.

Education & Certifications

  • Bachelor of Science in Business Administration, Finance, Northeastern University
  • Chartered Financial Analyst (CFA)
  • Accredited in Business Valuation (ABV) by the AICPA

Affiliations

  • CFA Society New York
  • American Institute of Certified Public Accountants (AICPA) – Affiliate