Julian Pittam
ENSO Financial Management
Dylan Pooley
Geddes Capital Commodities
Lyon Polk

Biography

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.

Lyon Polk’s Newsfeed

Lab Names 3 to Board of Trustees

Cold Spring Harbor Laboratory has named three new members—Christine Anderson, Lyon Polk, and Diana Taylor—to its Board of Trustees. Lyon Polk is the founder of the Polk Wealth Management Group at Morgan Stanley. His team pioneered Morgan Stanley’s Family Office model, which handles investment portfolios for ultra-high net worth individuals, their families, foundations, and businesses.

Lyon Polk’s Background

Founder
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.
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 Non-Executive Positions

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 Non-Executive Positions

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.

Philanthropy

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.

Media

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.

Awards

#3, New York City
2020
New York, NY, USA
The 2020 Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
#1 Advisor
2020
New York, NY, USA
The 2020 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

Bachelor of Arts - Business Administration