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Lyon Polk

Lyon Polk
Julian Pittam
ENSO Financial Management
Matthew Ponsonby
BNP Paribas

Lyon Polk’s Biography

Lyon Polk is the founder of The Polk Wealth Management Group at Morgan Stanley, a 31-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). The Polk Wealth Management Group has also been named as Barron’s #1 Private Wealth Advisory Team (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 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.

Lyon Polk’s Background

The Polk Wealth Management Group, Morgan Stanley
New York, NY, USA
The Polk Wealth Management Group is dedicated to providing its clients with the resources needed for the enhancement of financial and social capital. Its members deliver an unmatched experience to ultra-high net worth individuals, their families, foundations, and businesses.
Morgan Stanley Private Wealth Management
Managing Director, Portfolio Management Director, Private Wealth Advisor
Jan 1991 - Present
New York, NY, USA
To help clients achieve their financial goals, Private Wealth Management combines the vast resources of a global financial leader with the tailored services of an exclusive wealth management boutique.
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Current Board Positions

Cold Spring Harbor Laboratory
Board of Trustees
Dec 2019 - Present
Cold Spring Harbor, NY, USA
Founded in 1890, Cold Spring Harbor Laboratory is a private, not-for-profit laboratory that has shaped contemporary biomedical research and education with programs in cancer, neuroscience, plant biology, and quantitative biology.

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.


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.


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

Awards & Endorsements

Barron’s Top 25 Financial Advisors
Honoree, 2008-2021
New York, NY, USA
Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
Barron's Top 100
#1 Advisor | 2020 & 2021
New York, NY, USA
The Barron's Top 100 spotlights the 100 leading financial advisors from across the country. The Top 100 features some of the largest practices at the big brokerage firms, as well as some of the best independent advisory teams.
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Lyon Polk’s Education

Hartwick College
Bachelor of Arts - Business Administration

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