Welcome

Welcome to The Polk Wealth Management Group at Morgan Stanley Private Wealth Management.

We are dedicated to providing our clients with the resources needed for the enhancement of financial and social capital, and the optimization and preservation of their legacy.

The Polk Wealth Management Group was created to deliver an unsurpassed experience to ultra-high net worth individuals, their families, foundations, and businesses. By providing advice founded on a culture of excellence and driven by global insight, the team’s professionals deliver the resources of Morgan Stanley within the context of an elite, independent family office.

Our six senior partners have a combined experience of over 140 years1, and are equipped to guide you in achieving your financial and personal goals. Members in the partnership have earned recognition on the Barron’s top financial advisory lists with rankings in the Top 25 for the Past 10 Years. In 2018, Lyon Polk was ranked by Barron's as the #1 Financial Advisor in the country.



See the “Meet The Polk Wealth Management Group” section below to learn more about our team members—we look forward to meeting you.

¹Team Member Experience: Lyon Polk, 32 years; Deborah Montaperto, 32 years; Tallie Taylor, 19 years; Michael Colagiovanni, 20 years; Edmund Agresta, 20 years; Sandeep Belani, 18 years
Capabilities
  • Comprehensive Wealth Planning
  • Family Governance & Wealth Education
  • Investment Management
  • Open-Architecture Platform
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Philosophy

The Polk Wealth Management Group’s approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual’s current lifestyle, goals and aspirations. This is complemented with an understanding of the prospect’s concerns and fears—i.e. “what keeps them up at night.”

When developing an asset allocation, we take full advantage of all resources provided by the firm. Morgan Stanley is one of the largest purveyors of asset managers in the industry and therefore, has access to an incredibly wide selection of investment managers, funds and products on behalf of clients. Our team has an internal investment committee of six people that review Morgan Stanley’s approved list of investment managers as well as Morgan Stanley’s Global Investment Committee recommendations. The Polk team utilizes the findings of Morgan Stanley’s platform resources, meets with each recommended investment manager individually, and makes catered investment recommendations for each client.

We also strive to ensure that the clients’ and their families’ wealth is sustainable. By providing estate and trust reviews, assisting families develop a mission statement, and promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle. Through Morgan Stanley’s online platform, we assist clients set up routine bill pay, and help ensure they have enough liquidity for unexpected cash needs.

    Location

    1585 Broadway, 22nd
    Fl
    New York, NY 10036
    US
    Direct:
    (212) 761-0867(212) 761-0867

    Meet The Polk Wealth Management Group

    About Me

    Lyon Polk is the founder of The Polk Wealth Management Group, a 20 person team that advises on more than $16 billion as of December 2018. His areas of concentration include investment management, portfolio construction, and alternative investments.

    Lyon has been recognized yearly from 2008-2018 as one Barron’s Top 25 Financial Advisors in the US, and in 2018, was ranked #1 in the country. Additionally, Lyon has been named to Forbes’ Best-In-State Advisors and Barron’s #1 Best-In-State Advisors (2019).

    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, Worth Magazine, and Super Yacht Magazine.

    At Morgan Stanley, Lyon is a member of the Firm’s Wealth Management Advisory Cabinet, which advises to the President of Morgan Stanley. Additionally, within the community, Lyon serves on the board of the New York Boys Club, and was previously a board member of the Spence School.

    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.
    Securities Agent: WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative
    NMLS#: 1294021

    About Me

    Deborah Montaperto is responsible for strategic business developments as well as executing liability management transactions for the team’s clients. Additionally, she has developed the family advisory platform, a holistic approach to dealing with the interface between wealth, family dynamics, and the next generation.

    Deborah began her career on Wall Street in 1986. As a Managing Director in Citigroup's Investment Banking division, she was responsible for fostering client relationships between the Institutional Clients Group and Global Wealth Management. Deborah joined the Polk Group in 2008, and is a CERTIFIED
    FINANCIAL PLANNER™. She is a frequent presenter at Morgan Stanley and industry conferences, such as Barron’s.

    Deborah has been named to Barron’s Top 100 Women Financial Advisors (2010-2018), Forbes’ Top 100 Women Wealth Advisors (2018), Forbes’ Best-In-State Wealth Advisors (2019), and Barron’s Best-InState Advisors (2019). In addition, Deborah was named to Makers’ Class of 2016 as well as Financial
    Times (FT) inaugural 2014 list of Top 100 Women Financial Advisors, WealthManagement.com and Registered Rep.’s Top 40 Wirehouse Women (2011-2015), and New York Magazine’s Five Star Wealth Managers (2014-2015).

    Deborah serves on the Firm’s Leadership Council, The Banking and Lending Council, and the Morgan Stanley New York Metro Women’s Business Development Council; she is a former member of the inaugural Morgan Stanley PWM Advisory Council. Within the community, Deborah is an active member
    of the Lincoln Center Women’s Leadership Council and the National Arts Club. She is also a member of the Economics Club of New York, and a member of the Board of Directors of Teen Cancer America and the Hunts Point Alliance for Children. Deborah graduated with a B.A. cum laude from Tufts University
    and earned an M.A. degree from the Villa Schifanoia in Florence, Italy.
    Securities Agent: TX, WY, WA, VA, UT, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NH, NC, MN, MI, MD, MA, LA, KY, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; Investment Advisor Representative
    NMLS#: 1294068

    About Me

    Edmund is a Managing Director and Private Wealth Advisor within the Private Wealth Management Division at Morgan Stanley. He is a founding partner of The Polk Wealth Management Group where he oversees approximately 30 ultra-high net worth family relationships.

    As the Team’s Head of Family Office Platform, Edmund focuses on providing customized solutions and guidance in the areas of wealth preservation and family lifestyle advisory services. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ and an Alternatives Investment Director. Edmund leads the Team’s
    Trust and Estate Advisory strategies and Financial Planning, tying together all aspects of clients’ financial and personal life goals. Some of the areas include: insurance analysis, spending analysis, retirement, charitable giving, and investment allocation.

    Prior to starting his career at the Firm in 2001, Edmund was a Senior Financial Consultant in Wealth Management at Sanford Bernstein. He has been recognized by Rep. Magazine’s Top 40 Wirehouse Advisors Under 40 (Ranked #10 in 2015 and #13 in 2014). Edmund holds several licenses including the
    Series 7, 63, 65, 31, and Insurance. He graduated from The College of New Jersey with a B.S. in Finance, and lives with his wife and four children in Colts Neck, New Jersey.
    Securities Agent: WY, WA, VA, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MN, MI, MD, MA, LA, KY, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
    NMLS#: 1295547

    About Me

    Tallie has been a member of the Firm since the start of his career in financial services, in 1999. His focus is mainly on covering institutional clients and large families. Additionally, within the Polk Wealth Management Group, Tallie serves as the Chief Operating Officer. As a Family Wealth Advisor, Tallie helps families communicate about money and values in order to meet their goals and protect wealth across generations.

    Tallie holds numerous securities licenses, including the series 3, 7, 63 and 65, and is currently a member of The Economic Club of New York. In 2014, Tallie was named to Wealthmanagement.com and REP. Magazine’s selective list of “Top 40 Wirehouse Advisors Under 40.”

    Originally from Maine, Tallie graduated from St. John's College in Santa Fe, New Mexico with a Bachelors of Arts in Mathematics and Philosophy. Upon graduating, he joined predecessor firm Salomon Smith Barney, and was a founding partner of the Polk Wealth Management Group. While at Morgan Stanley, he received his MBA from New York University’s Stern School of Business with a specialization in Finance.

    Tallie is Vegan and enjoys swimming in his free time. He lives in Haworth, New Jersey with his wife and four children.
    Securities Agent: TX, WY, WA, VT, VA, UT, TN, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1252979

    About Me

    Sandeep Belani joined the Polk Wealth Management Group in 2010, where he is currently the Team’s Chief Investment Officer. He directs portfolio allocation, portfolio construction and risk analytics for the group’s institutional and individual clients. In addition, he also manages the group’s discretionary equity
    portfolio which is utilized by clients as well as other advisors within the Firm.

    Prior to joining the team, Sandeep had been a financial advisor at Morgan Stanley since 2006. Sandeep built his practice with a focus on managing discretionary portfolios for his clients and other advisors within the Firm. He has over 15 years of experience trading equities, options, and futures. During his career, Sandeep has developed an analytical framework to determine market and industry trends, and uses this framework to add a tactical element to portfolio construction.

    Sandeep is a member of the Firm’s Portfolio Management Group, and holds several securities licenses including the Series 7, 63, 65, 31, and 3 (Commodities and Futures). He is also a member of The Economic Club of New York.

    He graduated cum laude from Syracuse University with a B.S. in both Finance and Entrepreneurship. Sandeep lives in Long Island City with his wife and two sons.
    Securities Agent: WY, WA, VA, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative
    NMLS#: 1282586

    About Me

    Michael Colagiovanni has been working in the financial services industry since graduating from Colgate University in 1998, where he earned a BA in Economics. Michael began his investment career with Gabelli Asset Management Company in their Mutual Fund and Private Client departments. Michael joined Smith Barney in 2001. He co-directs investment allocation and reporting for his clients, while
    leveraging his experience in alternative investments, outside money managers and mutual funds. As a relationship manager, Michael is also involved in the overall day-to-day management of the team and its clients. He resides with his wife and family in Rye, NY.
    Securities Agent: WY, WA, VA, UT, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MN, MI, MD, MA, LA, KY, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
    NMLS#: 1261980

    About Me

    Brian joined The Polk Wealth Management Group in 2008, where he currently oversees client relationships through the Team’s family office model.

    He plays an integral role in the Team’s focus on equity, currency, and alternative investments, and is also responsible for portfolio administration and the management of fixed income portfolios. Additionally, Brian supports the team’s tailored lending initiatives.

    Brian began his career at Morgan Stanley in 2004, where he gained experience working on solutions for high net worth individuals, hedge funds, and endowments. He has been quoted in renowned industry publications, such as Barron’s, and he currently holds the Series 7, 63, and 65 licenses.

    He graduated in 2002 from the Haub School of Business at Saint Joseph’s University in Philadelphia with a major in Finance. He resides in Hoboken, New Jersey with his family and two children.
    Securities Agent: TX, NJ, WY, WA, VA, UT, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NH, NC, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1265353

    About Me

    Kana is the Senior Client Service Associate for the Polk Wealth Management Group at Morgan Stanley. Kana began her career as an intern with the Polk Wealth Management Group in August 2006 and was hired full-time upon graduation in the summer of 2007. She graduated cum laude from the Zicklin School of Business at Baruch College in New York City in 2007, with a major in Finance and Investments and a minor in Industrial Organizational Psychology; she currently holds the series 7 license. She was promoted as Chief of Staff in 2015 where she fosters communication between the partners and the staff, including discussion of coverage ratios, group dynamic, distribution of workloads, and firm policies. Additionally, Kana provides family office services such as total wealth reports, health and travel concierge, and expense management. She helps the team provide cash management and lending solutions including checking, credit cards, bill pay, and funds transfers. Kana enjoys traveling, listening to various genres of music and spending quality time with her family and close friends.

    About Me

    Frank started his career at Morgan Stanley as a Technical Due Diligence Analyst in the Global Advisor Research Department.  He then went on to work at Ryan Beck and Prudential in their Managed Account and Mutual Fund Wrap Programs.  Frank has been a member of The Polk Wealth Management Group since 2010 and co-heads the outside Money Manager and Mutual Fund analysis for the group.  He is a member of the Investment Management Consulting Association and received his CIMA® (Certified Investment Management Analyst) designation in August of 2008. He also holds the Series 7 and 66 licenses. Frank graduated from State University of New York at Albany with a Bachelor of Arts in Economics.Frank enjoys playing sports and spending time with family and friends.

    About Me

    Faith began her career on Wall Street in 1994 and started working at Morgan Stanley in 1997; there she held the position of Registered Associate and then Complex Service Manager for her branch. Subsequently, Faith joined the Polk Wealth Management group in 2012 where her primary roles include providing extraordinary support to clients including opening new accounts, handling disbursement requests, as well as trade executions. She enjoys getting to know clients and helping them reach their goals. Faith holds several securities licenses including the Series 7, 9, 10, 63 and 3 (Commodities and Futures). She is currently pursuing her bachelor’s degree in Accounting with an emphasis on Tax Accountancy from Kaplan University, and expects to graduate in 2017.In her free time, Faith enjoys traveling, outdoor concerts and spending time with family and friends.

    About Me

    Michael began his career with The Polk Wealth Management Group in June 2013. Prior to joining the Polk Group, Michael worked with the Morgan Stanley Premier Service Center, where he assisted Private Wealth Advisors and their clientele. His primary role as registered associate is aiding clients in their daily financial needs as well as providing support to group members on a daily basis. Michael holds the Series 7, and 63 licenses. He graduated from Ashland University in Ohio in 2011 with a major in Finance.

    About Me

    Chris McConnell is a Director of Business Strategy with over 10 years of experience servicing domestic and international UHNW families, foundations, public and private companies, senior level executives, and entrepreneurs. He assists in the development of comprehensive, tailored solutions that allow clients to manage and simplify their frequently complicated financial, cross-border, and family governance issues. In his role on The Polk Wealth Management Group, Chris continues to cultivate the team’s existing relationships by engaging in an interactive dialogue with clients and Private Wealth Advisors to determine investment objectives, risk tolerance, suitability, and philanthropic interests to craft a comprehensive financial strategy and portfolio allocation. Chris also partners with his PWAs to identify business opportunities by capitalizing on the firm’s products and initiatives such as those offered through Alternatives Investments, Sustainable and Impact Investing, Model Portfolio Solutions and leveraging the latest recommendations from The Global Investment Committee. Chris graduated from the University of Vermont with a Bachelor of Arts in Economics. He later received his MBA from New York University’s Stern School of Business with a focus on Corporate Finance and Luxury Marketing.Outside of work, Chris enjoys traveling, skiing and discovering new restaurants.

    About Me

    Tom Long rejoined the Polk Group in 2012 after interning for the group during the summer of 2010.  Before returning to the group, he worked as an ETF Sales Associate for TrimTabs Asset Management where he contributed to the startup effort to launch TrimTabs Float Shrink Fund (TTFS), a shareholder yield based fund. In his current role, his primary responsibilities include tracking manager performance in clients’ accounts versus their benchmarks, maintaining attribution analysis across numerous portfolios, and monitoring new securities and options opportunities for possible inclusion in the team’s portfolios.  He is a graduate of University of Delaware with a double major in Finance and Mathematics & Economics.  Tom is a CFA® Charterholder and holds both the Series 7 and 66 licenses.

    About Me

    Andre began his career with the Polk Group in June 2013. Prior to joining the team, Andre worked in the wealth management division at Merrill Lynch. His primary role is with the investment team, focusing on portfolio management and alternative investment analysis. Additionally, he conducts research and due diligence on potential alternative investments as well as monitors the groups’ existing exposure to Hedge Funds, Private Equity, Real Estate, and Commodities. He is a member of the CAIA Association and received his CAIA® Chartered Alternative Investment Analyst designation in April of 2016. He also holds the Series 7 and 66 licenses. Andre graduated from Loyola University in Maryland with a double major in International Business and Marketing and a minor in Italian.

    About Me

    Chris began his career with The Polk Wealth Management Group in January 2015. Prior to joining the group, Chris was a Research Analyst for Sintra Capital Corp., an Emerging Markets fund in Greenwich, Connecticut. Additionally, he spent some time overseas working for a Hedge Fund Advisor in London, England. His main role with the Polk Group is working directly with the investment team where he reports on daily portfolio figures, conducts both macro and equity research and assists clients with basic financial services. Chris graduated from Bucknell University in Pennsylvania, with a degree in Economics and minor in Finance; he currently holds the Series 7 and the Series 66 licenses.Chris currently resides in Manhattan. In his free time, Chris likes to play squash, golf and ski.

    About Me

    Tracy has been working in the financial service industry since 1997.  She began her investment career with TD Waterhouse as a Client Services Representative in a specialized division for high net worth clients. At TD Waterhouse Tracy honed her skills in the financial field through everyday communication with clients, ensuring their daily financial needs were met and mastering operations and procedures. In 2008 Tracy went on to become the personal assistant and trader to the Founder and CEO of Westminster Securities. She joined Morgan Stanley in 2010 as a Registered Client Services Representative.  She graduated from Kingsborough College and is licensed for the Series 7 and 63.

    About Me

    Gregory Paul joined the Polk Wealth Management Group in April 2016. Prior to joining the Polk Group, he was an Associate in the Strategy and Advisory Solutions Division at Morgan Stanley, where he helped facilitate strategic partnerships across the Firm.

    In his current role, Greg focuses on three main initiatives: he supports the team’s institutional lending portfolio; works closely with Morgan Stanley’s Philanthropy Management Group and Investing with Impact Team to assist individual and institutional clients align their human, financial and philanthropic capital to produce greater impact; and collaborates with the team’s Private Wealth Advisors on overall business development initiatives. Greg is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 63 and 65 licenses. He graduated from Columbia University in 2013 with a degree in Financial Economics.

    Outside of work, Greg has a personal passion for education, philanthropy and the arts. He volunteers with iMentor, an organization that empowers students in low-income communities to graduate high school, succeed in college and achieve their ambitions. He is also a member of Robin Hood’s Philanthropic Young Things and the Young Patrons Circle at Alvin Ailey American Dance Theatre. In his free time, Greg enjoys playing competitive sports and taking dance lessons around New York City.

    About Me

    Carolina Mocorrea joined The Polk Wealth Management Group in August 2017 after recently graduating magna cum laude and Phi Beta Kappa from Dartmouth College, where she majored in Government with a minor in Spanish. She began her professional career as an intern for Fortress Investment Group in 2016. Subsequently, Carolina interned at Bank of America Merrill Lynch in their Wholesale Credit Division, assisting with live deal executions for both the General Industries Group and Consumer & Retail Group. As the newest member of the client service/client relationship team, Carolina provides support in cash management and lending solutions and family advisory services as part of the Polk Group’s family office model.

    Carolina holds her Series 7 and 66 licenses, and in her free time, she enjoys playing tennis, hiking and spending time with her family in Long Island, NY.

    About Me

    Mercy Sierra Short joined the Polk Wealth Management Group as a Business Development Associate in January 2019. Prior to joining the Team, she worked for the Morgan Stanley Private Wealth Management New York Complex as a Digital and Wealth Advisor Associate where she supported Management and Private Wealth Advisors in their business development and modern wealth management practices.

    In her current role, Mercy's primary responsibilities include helping lead the Team's business development initiatives as well as its Marketing and Digital strategies.

    Before arriving to Morgan Stanley, Mercy worked at Dell EMC in the company's Chief Customer Office. She graduated from Babson College with a B.S. in Global Business Management and Strategic Management. Mercy is registered with FINRA and holds both the Series 7 and Series 66 licenses. Additionally, she is fluent in Spanish.

    Outside of work, Mercy is a part of the Babson Alumni Interview Program, and participates in various volunteer activities. She enjoys traveling, spending time with family and friends, and spectating professional tennis matches.
    Professional Insights

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    Economic and Market Perspectives

    On the Markets

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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