Advisors at this firm
Jessie M
CFA®
Nw Sandy Springs, GA
COR3 Investment Partners, LLC
Jessie Magee is a CFA® charterholder with three years of industry experience. She has worked at COR3 Investment Partners, LLC since 2022 and was previously self-employed for a brief period in 2022. Prior to that, she spent 15 years at EARNEST Partners, LLC. COR3 Investment Partners provides discretionary investment management focused on U.S. small- and mid-cap equities for high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach with customized account guidelines and offers sub-advisory services.
Eda D
Series 63, Series 65
Nw Sandy Springs, GA
COR3 Investment Partners, LLC
Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with Series 63 and Series 65 credentials and three years of industry experience. She also serves as a manager at Metro Logics, a third-party logistics company, where she handles finance, accounting, and personnel-related work. COR3 Investment Partners provides discretionary investment management to high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities, offering tailored portfolios and sub-advisory services.
John O
Series 63, Series 65
Nw Sandy Springs, GA
COR3 Investment Partners, LLC
John Owen is a financial advisor at COR3 Investment Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at ALPS Distributors, Inc. and Southeastern Asset Management. Outside of his advisory role, he is involved as an LLC member in Affinity Ventures, a rental property business. COR3 Investment Partners provides discretionary investment management primarily to high-net-worth individuals and institutional clients, focusing on a fundamental, research-driven approach to concentrated U.S. small- and mid-cap equities. The firm also offers sub-advisory services and tailors portfolios according to client-specific guidelines.
