Jamie Xie

JAMIE XIE, CFA is a Senior Associate 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.

Education & Certifications

  • Bachelor of Science in Business Administration, Finance, Northeastern University
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Society New York