Lyon Polk, Private Wealth Advisor, is the founder of The Polk Wealth Management Group at Morgan Stanley, a 29 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-UHNW families, helping them manage their investment portfolios, evaluate and seek to enhance processes for their Family Offices, and providing access to certain specialized investment opportunities.
Lyon has been recognized yearly from 2008 to 2020 as one of Barron’s top 25 financial advisors in the US, and in 2018, 2019, and 2020, was ranked #1 in the country. 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.
At Morgan Stanley, Lyon is a member of the firm’s Wealth Management Advisory Cabinet, which advises the president of Morgan Stanley. Within the community, Lyon serves on the board of the New York Boys Club and of Cold Spring Harbor Laboratory. 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.