Lyon Polk
Lyon Polk established The Polk Wealth Management Group at Morgan Stanley, a 29 person team. His areas of concentration include portfolio construction, investment management, and alternative investments. Polk is a frequent speaker at events and conferences across the country. He and his team have been featured and quoted in major publications, such as The Wall Street Journal, The New York Times, The Financial Times, Barron’s, Forbes, and Worth Magazine.
Lyon Polk Professional Experience / Academic History
Professional Experience
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Institutional Consulting Director
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Managing Director, Portfolio Management Director, Private Wealth Advisor
Academic History
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BA, Business Administration
- Lyon Polk's family has been involved in local and national politics for generations.
- He has been recognized as one of Barron’s Top 25 Financial Advisors in the US from 2008 to 2020.
- Ranked #1 on Barron’s Top 25 Financial Advisors in the US in 2018, 2019, and 2020
- Barron's Advisor Hall of Fame 2019
- Forbes' Best-In-State Advisors 2019
- Barron’s Best-In-State Advisors 2020
- #10 Forbes List America's Top Wealth Advisors 2020
- #3 Forbes Best-In-State Wealth Advisors 2020