Lyon Polk | Official Profile on The Marque

Lyon Polk’s Biography

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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 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... 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 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.
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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.

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.

Barron's: "Lyon Polk: Keys to a $15.4 Billion Practice"

Interview

May 2019

New York, NY, USA

Morgan Stanley's Lyon Polk discusses his famous ancestors, a 'eureka moment' for his business, and what separates happy families of wealth from unhappy ones.

Polk Wealth Management: To Make the Most of a Billion, Get a Team

Interview

Apr 2019

New York, NY, USA

Lyon Polk and Polk Wealth Management team members discuss the group's range of services and how they work closely with clients to help them secure their financial future.

Why Morgan Stanley's Lyon Polk Is Betting On The Outsourced Family Office

Aug 2016

New York, NY, USA

This article discusses a family office app developed by the Polk Wealth Management Group. By automating standard tasks, such as paying bills and organizing other everyday tasks, the app helps family offices free up resources for more important work, including investments.

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Lyon Polk’s Education

Hartwick College

Bachelor of Arts | Business Administration