Natalie Foy, CFA, CFP®

Senior Advisor

Natalie Foy joined Greenway Wealth in June of 2020 as an Associate Advisor and firm CFO after a 15-year career in banking, and became a Senior Advisor in the fall of 2022.

Previously, she was a Managing Director and credit analyst on the Loan Sales and Trading desk at Citizens Bank. She also held several roles at Bank of America Merrill Lynch, including Portfolio Manager on the Global Loan Portfolio Management team. Natalie has been a CFA® charterholder since September of 2010 and a CFP® certificant since June of 2022.

She loved the energy, the people and the ability to think critically and act quickly on the spot in her banking experience. She decided to make a move to personal wealth management to use a broader part of her skill set, and because she loves hearing your stories, learning about your dreams, and helping you process big and small decisions. Ultimately, she wants to partner with you to help you reach your goals and to increase the margin in your life.

Natalie grew up in the San Francisco Bay Area, but she and Nick have called Charlotte home since she graduated from University of Richmond (Go Spiders!) with a B.S. in Business Administration with Magna Cum Laude honors in 2005. In her free time, she loves to work out with FiA (Females in Action), hike with her family, coach her kids' teams, and be outdoors.