Lyon Polk – Managing Director, Institutional Consulting Director, Portfolio Management Director, Private Wealth Advisor
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, an 18 person team that advises on more than $10 billion, as of June 2017, for ultra-high net worth families, their foundations and businesses. His areas of concentration include investment management, portfolio construction and alternative investments. Lyon is a Director of 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 began his financial career in 1986. His vision was to build a team with the depth of experience to support clients with all areas of their financial lives including investment management, liability management, access to personal banking services, as well as legacy and generational planning. To this end, he founded The Polk Wealth Management Group, as a team within Morgan Stanley’s Private Wealth Management division.
Lyon has been recognized yearly from 2009 - 2017 as one of Barron's Top 100 Financial Advisors in the US.* In 2017, he was ranked #3 nationally and #1 in New York State. In 2012, Lyon and The Polk Wealth Management Group were featured as one of the top five financial advisor teams in the country. 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 sits on the Private Wealth Advisory Council. Lyon is also 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 New York with his wife and two daughters.
Source: Barron's “Top 100 Financial Advisors,” April 17, 2017. Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
2009 – Ranked #9; 2010 – ranked #16; 2011 – ranked #25; 2012 – ranked #11; 2013 – ranked #11; 2014 – ranked #17; 2015 – ranked #9; 2016 – ranked #4; 2017 – ranked #3
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