Rockefeller Hired a Morgan Stanley Team Managing $1 Billion in Oklahoma City

By Intersection Advisory · Advisor Moves

Published: April 17, 2026

Category: Advisor Moves

Rockefeller Global Family Office hired a Morgan Stanley team in Oklahoma City that a source told AdvisorHub managed $1 billion and produced $6.5 million a year. The story ran on April 17, 2026, the same day AdvisorHub said the team joined. The headline called the duo billion-dollar. The body is more precise, and also more limited: $1 billion in assets, as the source stated it, not a finer figure that the headline rounded.

The practice is Red Rock Private Wealth Partners, led by Ian M. Ogilvie and Kevin R. Kurtz, with support staffer Ehrynn Shephard, the source told AdvisorHub. They report to Mike Armondo, Rockefeller's Central division leader, who joined Rockefeller from Merrill Lynch in 2019. A third advisor, Christopher D. Neumann, had been on the Morgan Stanley team and stayed at the wirehouse, the source confirmed. Neumann did not respond to AdvisorHub. Neither Kurtz nor Ogilvie responded. A Morgan Stanley spokesperson did not immediately comment.

The careers explain the shape of the book better than the headline does. AdvisorHub, citing BrokerCheck, said Ogilvie spent three years as a lawyer, registered as a broker in 1999, and had been at Morgan Stanley since 2011. Kurtz started at Morgan Stanley in 2001. This is a two-advisor practice with a long wirehouse history, plus a colleague who did not move. Any reading that treats $1 billion as the assets of a fully intact team is ahead of the story. The source's figure is what the team managed. It is not a census of accounts that left with Ogilvie and Kurtz, and it does not say whether Neumann's clients are inside that $1 billion.

Rockefeller has been rebuilding the management around recruiting. AdvisorHub noted that in February the firm promoted Michael Outlaw, a Morgan Stanley alum who had led New York Metro and firm-wide recruiting, to president of the wealth unit. At the same time Rockefeller split five divisions into six regions: Central, Mid-Atlantic, Northeast, Northern, Southeast, and Western. That followed a December recapitalization at a $6.6 billion valuation. The valuation is the firm's, not this team's. The most recent recruit AdvisorHub mentioned in the same piece was a solo practitioner hired in February who managed $450 million at Merrill Lynch. That is a different move.

The useful comparison is production against assets, and then what is still missing. Six and a half million dollars of revenue on $1 billion is a modest yield if the whole book is fee-based advisory, and a normal one if a large share is brokerage, cash, or lending. AdvisorHub does not split it. There is no client count, no payout, and no indication of how much of the $1 billion sat with the advisor who stayed. Rockefeller's model is recruiting veteran brokers from larger firms. That strategy makes a $1 billion Oklahoma City team worth announcing. It does not, by itself, tell an advisor what a buyer or a new firm should pay for the portion that can actually move.

The date is tighter than most recruiting stories. AdvisorHub's byline is April 17, 2026, and the photo caption said Ogilvie and Kurtz joined Rockefeller from Morgan Stanley that Friday. There is no garden-leave gap described in the piece. That does not mean the assets moved the same day. It means the people were on Rockefeller's side of the announcement immediately. Neumann, whom AdvisorHub described as a 15-year broker, stayed at Morgan Stanley. A team that splits on the way out is a different underwriting problem from a team that moves intact. If part of the $1 billion was Neumann's, the figure that matters for Rockefeller is smaller, and the story does not say by how much.

Rockefeller's Central region is the destination, not a claim that Oklahoma City is a new headquarters or that the firm's $6.6 billion valuation has anything to do with this book's revenue. Six and a half million dollars of production is the source's number for the team. It is large enough to recruit and small enough that one stayed-behind advisor could change the math. The announcement confirms the two advisors, the support staffer, the manager, and the source's asset figure of $1 billion. It does not confirm a portable book of that size.