Jamie Xie

Manager

JAMIE XIE, CFA is a Manager at Floyd Advisory. He has experience in a range of financial and accounting services including business valuations, economic damages and lost profits analyses, post-acquisition disputes (such as working capital and earn-out disputes), and financial fraud investigations. With a deep understanding of financial complexities, Mr. Xie has supported expert testimony and delivered strategic insights to help law firms, private equity firms, and executive teams navigate challenging financial scenarios across industries including manufacturing, financial services, food and beverage, and technology.

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

Mr. Xie graduated cum laude from Northeastern University’s Honors Program, earning a 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 holds the Accredited in Business Valuation (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 (CFANY)
  • American Institute of Certified Public Accountants (AICPA) – Affiliate