Lyon Polk
Lyon Polk, Managing Director and Private Wealth Advisor, is the Founder and Managing Partner of The Polk Group at Graystone Consulting, a 33-person team under Morgan Stanley. Lyon’s areas of concentration include portfolio construction, investment management, and alternative investments. His team pioneered Morgan Stanley’s Family Office model, which handles investment portfolios for ultra-high net worth individuals, their families, foundations, and businesses. He is a frequent speaker at events and conferences across the country, and is often quoted in various financial media outlets and publications. Lyon and his team have been featured and quoted in major publications, including The Wall Street Journal, The New York Times, 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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B.A., Business Administration
MORGAN STANLEY
Lyon is a prominent financial advisor. He runs the reputable Polk Group.
Notably, Lyon’s Team is helping develop a new Family Office Model at Morgan Stanley.
His team helps clients manage their investment portfolios, evaluate and seek to enhance processes for their Family Offices, and provide access to certain specialized investment opportunities.
RECOGNITIONS
2008-2023 Barron's Top 25 Financial Advisors in the US
2018-2023 #1 Barron's Top 25 Financial Advisors in the US
2019 Barron's Hall of Fame
2020-2023 Barron's Best-in-State Advisors
2019-2024 Forbes Best-in-State Advisors
COMMUNITY INVOLVEMENT
Board Member, New York Boys Club
Board Member, Cold Spring Harbor Laboratory
Board Member, Xavier University of Louisiana
FAMILY
Lyon Polk's family has been involved in local and national politics for generations.