Natalie Foy, CFA

CFO
Associate Advisor
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Natalie Foy joined Greenway in June of 2020 as an Associate Advisor and firm CFO after a 15-year career in banking.


Most recently, she was a Managing Director and credit analyst on the Loan Sales and Trading desk at Citizens Bank. Prior to that, she 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.


She thoroughly enjoyed her previous work, but was drawn to make a career change after seeing both Nick's and her dad's passion for their roles in wealth management, and the impact that an advisor can have on a client's life. She is excited to help others experience financial freedom for themselves. She also recognizes the potential to add a unique perspective as a female advisor in a traditionally male-dominant field.


Natalie grew up in the San Francisco Bay Area, but she and Nick have called Charlotte home since she graduated from University of Richmond 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, and be outdoors.