Lyon Polk is a Managing Director, Institutional Consulting Director, Portfolio Management Director and Private Wealth Advisor within the Private Wealth Management division at Morgan Stanley. He is the founder of The Polk Wealth Management Group, a 20 person team that advises on more than $16 billion, as of December 2018, for ultra-high net worth families, their foundations and businesses. His areas of concentration include investment management, portfolio construction and alternative investments. Additionally, Lyon is a Director in Morgan Stanley’s Portfolio Management Group, and in 2015, he was named an Institutional Consulting Director within Graystone Consulting, Morgan Stanley’s industry-leading consulting business.
Lyon has been recognized yearly from 2009 - 2018 as one of Barron's Top 100 Financial Advisors in the US, and in 2018 was ranked #1 in the country. Lyon and The Polk Wealth Management Group have also been featured as one of the top five financial advisor teams in the country by Barron’s (2012). As a Barron’s ranked advisor, Lyon is a frequent speaker at events and conferences across the country. He and his team members 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 as well as the board of the Spence School. His 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: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative