Natalie Foy, CFA, CFP®

Senior Advisor

Natalie Foy joined Greenway 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.

Prior to joining Greenway, 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 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.