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Lyon Polk

Managing Director, Private Wealth Advisor

The Polk Wealth Management Group, Morgan Stanley

New York, NY, USA

Lyon Polk
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Lyon Polk’s Biography

Lyon Polk is the Founder and Managing Partner of The Polk Wealth Management Group at Morgan Stanley, a 30-person team. His areas of concentration include investment management, portfolio construction, and alternative investments. Notably, Lyon’s Team is helping develop a new Family Office Model at Morgan Stanley, which serves to deliver a unique experience to clients. This model focuses on select ultra-high net worth families, helping them to manage their investment portfolios, evaluate and seek to enhance processes for their Family Offices, and provide access to certain specialized investment opportunities.

Lyon has been recognized yearly from 2008 to 2021 as one of Barron’s top 25 financial advisors in the US, and in 2018, 2019, 2020, and 2021 was ranked #1 in the country. Additionally, Lyon has been named to Barron’s Advisor Hall of Fame (2019), Barron’s Best-In-State Advisors (2020-2021), and Forbes’ Best-In-State Advisors (2019-2021).

He is a frequent speaker at events and conferences across the country, and he and his Team have been featured and/or quoted in the following...
Lyon Polk is the Founder and Managing Partner of The Polk Wealth Management Group at Morgan Stanley, a 30-person team. His areas of concentration include investment management, portfolio construction, and alternative investments. Notably, Lyon’s Team is helping develop a new Family Office Model at Morgan Stanley, which serves to deliver a unique experience to clients. This model focuses on select ultra-high net worth families, helping them to manage their investment portfolios, evaluate and seek to enhance processes for their Family Offices, and provide access to certain specialized investment opportunities.

Lyon has been recognized yearly from 2008 to 2021 as one of Barron’s top 25 financial advisors in the US, and in 2018, 2019, 2020, and 2021 was ranked #1 in the country. Additionally, Lyon has been named to Barron’s Advisor Hall of Fame (2019), Barron’s Best-In-State Advisors (2020-2021), and Forbes’ Best-In-State Advisors (2019-2021).

He is a frequent speaker at events and conferences across the country, and he and his Team have been featured and/or quoted in the following publications: The Wall Street Journal, The New York Times, The Financial Times, Barron’s, Forbes, and Worth Magazine.

Within the community, Lyon serves on the board of the New York Boys Club, Cold Spring Harbor Laboratory, and Xavier University of Louisiana. He previously served for 10 years as a board member of the Spence School, where among other things, he chaired the Investment Committee.

Lyon’s family has been involved in local and national politics for generations. A graduate of Hartwick College, Lyon lives in New York with his wife and two daughters.

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4287680, 02/2022.
https://www.morganstanley.com/disclosures/awards-disclosure.html
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Lyon Polk’s Newsfeed

Forbes
Advisor Success Hinges On Team Culture, Communication

How the advisor’s business is structured is key to success, said Lyon Polk, managing director with Morgan Stanley Private Wealth Management in New York. Polk said four-to-five years ago he decided to break his business into five business lines. “I took a team member who was with me 20 years and I made him chief operating officer. It was a game-changer,” Polk said.

Advisor Success Hinges On Team Culture, Communication
...is key to success, said Lyon Polk, managing director with Morgan Stanley Private Wealth Management in New York. Polk said ... Adam E. Carlin, managing director of Morgan Stanley Private Wealth Management in Coral Gables, Fla. “I think it is...
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Lyon Polk’s Background

The Polk Wealth Management Group, Morgan Stanley
Managing Director, Private Wealth Advisor
New York, NY, USA
Morgan Stanley Private Wealth Management
Managing Director, Portfolio Management Director, Private Wealth Advisor
Jan 1991 - Present
New York, NY, USA
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Current Board Positions

The Boys' Club of New York
Board of Trustees
New York, NY, USA
Since its inception, the Boys’ Club of New York has positively influenced the lives of over a million young men. BCNY fulfils its mission with by building a large, supportive community with over 40 engaging programs.
Xavier University of Louisiana
Board of Trustees
New Orleans, LA, USA
Founded in 1925, Xavier University of Louisiana is a private, historically black, Catholic university (HBCU) in New Orleans, Louisiana. Its mission is to contribute to the promotion of a more just and humane society by preparing its students to assume roles of leadership and service in a global society.
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Previous Board Positions

The Spence School
Board of Trustees
New York, NY, USA
The Spence School, a private all-girls school located on the Upper East Side of New York City, offers a rigorous liberal arts study for diverse students in Grades K-12.

Media

The Polk Wealth Management Group Launches Wealth Education Bootcamp Dedicated to Divorced and Widowed Women
Nov 2020
New York, NY, USA
The Polk Wealth Management Group announced the launch of their Divorced and Widowed Women Wealth Education Bootcamp, a program dedicated to women’s financial literacy. The program offers ongoing education on a range of financial topics, including Personal Finance, Investing, Estate Planning Strategies and Family Dynamics.
The Polk Wealth Management Group at Morgan Stanley Private Wealth Management Launches Virtual Internship Program
Jul 2020
New York, NY, USA
The Virtual Internship Program utilizes Morgan Stanley’s technology platforms to deliver a unique experience to college students who are interested in learning more about Morgan Stanley and the Private Wealth Management (PWM) field.
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Lyon Polk’s Education

Hartwick College
Bachelor of Arts | Business Administration

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