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.