Lyon Polk, Managing Director - The Polk Wealth Management Group

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  • เผยแพร่เมื่อ 14 ต.ค. 2024
  • OneWire (www.onewire.com/videos) interviews Frank Lyon Polk III, Managing Director of The Polk Wealth Management Group, in the latest installment to the Open Door video series with Skiddy von Stade.
    "The number one thing we hear today is, how do I not mess up my kids? How do I not let my money mess up my kids?"
    Frank Lyon Polk III graduated from Hartwick College with a B.A. in Business and began his career as a financial advisor at Citigroup. During his time at the company, he helped found Citi’s Institutional Investment Group and eventually became the Director of the Portfolio Management Group. When Morgan Stanley acquired Smith Barney from Citigroup, Lyon created the Polk Wealth Management Group within Morgan Stanley’s Private Wealth Management division. He has been named as one of Barron’s Top 100 Financial Advisors in the U.S. from 2009-2015 and was ranked #9 on the 2015 list. Lyon gives back to the community by volunteering as a Big Brother at the NYC Boys Club and as a board member for the Spence School.
    OneWire
    New York, New York
    www.onewire.com

ความคิดเห็น • 4

  • @CHIPHOYT
    @CHIPHOYT 6 ปีที่แล้ว +9

    I knew Lyon in the early 1980's. Smart, personable, good executor. Not surprised to see him doing so well.

  • @billshechtman1524
    @billshechtman1524 10 หลายเดือนก่อน

    Happy holidays to you and your family Lyon; going to see phish at the garden,, will you be there with Potter? I’m in section 101 row 11. Send my regards to Potter……☮️🎶

  • @carljensen5730
    @carljensen5730 3 ปีที่แล้ว +1

    Sounds like a long line of elites.

  • @carljensen5730
    @carljensen5730 3 ปีที่แล้ว +2

    He talked about "cutting risk assets" seven years ago, and the market has been soaring ever since. I feel bad for his clients who got their "risk assets" cut. It also turns out the Fed didn't raise rates at all. Why open your mouth about things you have no clue about? Lyon, what is the weather going to be like on March 13th 2030?