Natalie Foy, CFA

 Financial Mentor


Natalie Foy is an Associate Advisor and firm CFO for Greenway Wealth.

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 is excited to help others experience financial freedom. 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 calls 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.