Maggie Xie

Xie, Maggie 1


Senior Manager, Family Office

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After graduating from UIBE in 2000, Maggie Xie started her career as a corporate accountant in GE Healthcare China.  She moved to the United States in mid-2005 and obtained her Master Degree in Accounting by late-2006.  Maggie spent most of her career in Brookfield, WI working for a local multi-family office.  In 2014, Maggie moved to Florida and joined CDL in our Family Office Department.

  • Areas of Experience

  • Multi-Family Office Advisory
  • Financial Reporting/Investment Reporting
  • Integrated Financial & Estate Planning
  • Professional and Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Education

  • Fairleigh Dickinson University, Master of Accounting
  • University of International Business & Economics (UIBE), Bachelor of Accounting