About Us
The Metis team is active in investment research, responsible for numerous industry and academic publications on global markets and investor behavior. Our experience encompasses all aspects of global investing as well as business management, including quantitative and fundamental investing, research and development, portfolio management, client service, sales, marketing, and operations.
Machel Allen, CFA

Machel's Highlights

Brandes Investment Partners | 2003-2013

Sr. Quantitative Research Analyst | Investments Group
Portfolio Strategies Manager
Senior Researcher | The Brandes Institute

Lord Abbett & Company | 1999-2002

Equity Analyst | International and US Portfolios

LCG Associates | 1995-1997

Investment Consultant

Watson Wyatt | 1993-1995

Analyst | Global Manager Search

Machel Allen, CFA

President & Chief Investment Officer

Machel is the President and Chief Investment Officer at Metis Global Partners. She leads the firm’s business strategy efforts as well as the investment team responsible for researching and managing the firm’s portfolio strategies.

Machel’s investment career spans over 27 years, including ten years with Brandes Investment Partners where she led the quantitative investment team that designed and implemented the investment process used by Metis today. Prior experience includes Lord Abbett, as an Equity Analyst to international and domestic portfolios, as well as institutional investment consulting roles at LCG Associates and Watson Wyatt.

Machel earned an MBA in investments from the Robinson Business School at Georgia State University (GSU) as well as a BBA in finance from GSU. She is a Past President and Board Director of the CFA Society of San Diego and is a member of the Chicago Quantitative Alliance (CQA). Machel is an Advisory Board Member of The Brandes Institute.

Machel's Highlights

Brandes Investment Partners | 2003-2013

Sr. Quantitative Research Analyst | Investments Group
Portfolio Strategies Manager
Senior Researcher | The Brandes Institute

Lord Abbett & Company | 1999-2002

Equity Analyst | International and US Portfolios

LCG Associates | 1995-1997

Investment Consultant

Watson Wyatt | 1993-1995

Analyst | Global Manager Search


Metis Global Partners
Irina Gorokhov, CFA

Irina's Highlights

Brandes Investment Partners | 2005-2013

Quantitative Research Analyst | Investments Group
Researcher | The Brandes Institute
Performance Analyst | Portfolio Management & Client Services

ABN Amro Bank (Netherlands) | 2000-2003

Accountant | ALCO Finance Group
Financial Analyst | Investment Banking Finance

Alcatel (France) | 1997-1999

Operations Analyst | Central Treasury

Research Laboratory ‘Diskret’ (Ukraine) | 1993-1995

Engineer | Software Development Group

Irina Gorokhov, CFA

Member | Senior Research Analyst

Irina is a Member and Senior Research Analyst at Metis Global Partners. She is part of the investment team that researches, develops, and implements quantitative models for the firm’s portfolio strategies.

Irina has 23 years of experience in banking and investments, including a variety of roles in quantitative research, performance, operations, and accounting. Most recently, at Brandes Investment Partners, she was part of the research team that developed and executed the firm’s quantitative offerings.  She was also a researcher at The Brandes Institute, a division of Brandes Investment Partners, focusing on research of market behavior and portfolio management.

Irina earned her master’s degree in electrical engineering from Odessa State Polytechnic University (Ukraine) and completed two years of graduate studies in finance and banking in France. She is fluent in Russian and French and has a working knowledge of Dutch. She is a member of the CFA Society of San Diego and serves as a research consultant to The Brandes Institute.

Irina's Highlights

Brandes Investment Partners | 2005-2013

Quantitative Research Analyst | Investments Group
Researcher | The Brandes Institute
Performance Analyst | Portfolio Management & Client Services

ABN Amro Bank (Netherlands) | 2000-2003

Accountant | ALCO Finance Group
Financial Analyst | Investment Banking Finance

Alcatel (France) | 1997-1999

Operations Analyst | Central Treasury

Research Laboratory ‘Diskret’ (Ukraine) | 1993-1995

Engineer | Software Development Group


Metis Global Partners
Maxime Zondlowski

Maxime's Highlights

Nicholas Investment Partners | 2015-2018

Quantitative Analyst | Investment Team

Genentech | 2012-2015

Consultant | Sciences & Technology Group

Quantitative Services Group (IHS Markit) | 2009-2011

Quantitative Analyst | Quantitative Equity Model Research Group

Investment Science Corp | 2007-2008

Quantitative Analyst | Investment Team

Siemens (Europe & US) | 2003-2006

Pre-sales Consultant | Sales & Marketing

Maxime Zondlowski

Senior Research Analyst

Maxime is a Senior Research Analyst at Metis Global Partners. He is part of the investment team that researches, develops, and implements quantitative models for the firm’s portfolio strategies.

Maxime has 15 years in investments and quantitative analytics spanning various roles in quantitative research, data analysis, and consulting. Most recently, at Nicholas Investment Partners, he focused on the development of the firm’s proprietary quantitative equity model as well as the firm’s risk management process utilized across all equity and convertibles strategies. Prior experience includes, QSG (a sell-side consulting company serving investment firms; now IHS Markit) where his responsibilities included evaluating and enhancing global and US multi-factor alpha models and conducting research on industry-specific models.

Maxime earned a B.S. and M.S. in Physics from the Université des Sciences et Technologies in Lille, France and a European Union Fellowship award for doctoral studies at the National Institute of Nuclear Physics (INFN) in Genoa, Italy.  He is fluent in French and Italian.  He is a member of the Chicago Quantitative Alliance and serves as a research consultant to The Brandes Institute.

Maxime's Highlights

Nicholas Investment Partners | 2015-2018

Quantitative Analyst | Investment Team

Genentech | 2012-2015

Consultant | Sciences & Technology Group

Quantitative Services Group (IHS Markit) | 2009-2011

Quantitative Analyst | Quantitative Equity Model Research Group

Investment Science Corp | 2007-2008

Quantitative Analyst | Investment Team

Siemens (Europe & US) | 2003-2006

Pre-sales Consultant | Sales & Marketing


Metis Global Partners
Tom Mulligan, CFA

Tom's Highlights

Brandes Investment Partners | 2014-2018

Director – Marketing, Product Management and RFP

Allianz Global Investors | 2008-2013

Director, Marketing

Raymond James Asset Management Services | 2007-2008

Vice President, Director of Consulting Services

Eagle Asset Management | 1998-2007

Vice President, Director of Institutional Client Relations
Research Associate
Vice President, Marketing

Tom Mulligan, CFA

COO, CCO

Tom is the Chief Operating Officer and Chief Compliance Officer at Metis Global Partners. He is responsible for managing the operational and financial aspects of the business, as well as compliance, personnel, and business systems. He also supports the firm’s distribution activities.

Tom has 22 years of experience in the investment management industry. Most recently he directed multiple business units at Brandes Investment Partners. Prior to that he held senior leadership positions with Allianz Global Investors (U.S.), Raymond James Asset Management Services and Eagle Asset Management, with responsibilities across numerous areas of those firms including institutional client service, marketing, product management and RFP.

Tom earned an MBA from the University of Florida (UF) with concentrations in security analysis and finance, as well as a BSBA in finance from UF. He is a former Vice President and Board Director of PAICR, and is a member of the CFA Society of San Diego.

Tom's Highlights

Brandes Investment Partners | 2014-2018

Director – Marketing, Product Management and RFP

Allianz Global Investors | 2008-2013

Director, Marketing

Raymond James Asset Management Services | 2007-2008

Vice President, Director of Consulting Services

Eagle Asset Management | 1998-2007

Vice President, Director of Institutional Client Relations
Research Associate
Vice President, Marketing


Metis Global Partners
Patricia Hunter

Patricia's Highlights

Blackrock | 2007-2018

Director | Institutional Client Business

Seneca Capital Management | 1996-2001

Partner

Watson Wyatt Investment Consulting | 1994-1995

Manager | Investment Manager Research

Callan | 1989-1994

Consultant | Global Manager Research
Senior Analyst | Performance Measurement Group

Patricia Hunter

Director – Institutional Client Development

Patricia (Trish) is the Director of Institutional Client Development at Metis Global Partners. She is responsible for building partnerships with clients and consultants and for executing on Metis’ business development plans. Trish works collaboratively with asset owners, their consultants, and the Metis investment team to provide investment strategies that align with client targeted outcomes.

Trish has 22 years of experience in the investment management and consulting industries, including a variety of roles in manager research, relationship management, and business development. Most recently, she spent more than 10 years as a Director at BlackRock, collaborating with large institutional clients to provide investment solutions that met their objectives and overall portfolio strategy. Before joining BlackRock, she was a partner at Seneca Capital Management, a boutique woman-owned investment management company. While at Seneca, Trish managed and supported a variety of functions including marketing, relationship management, sales, and ESG portfolio screening. Trish began her career at Callan Associates conducting performance and analytics on client portfolios and subsequently joined Callan’s manager research team, specializing in equity and alternative manager strategies. She left Callan to lead the manager research efforts at Watson Wyatt Investment Consulting where she formalized the US manager search process.

Trish earned a B.S. in Biology from the University of California, Los Angeles. She has dual citizenship in the United States and Republic of Ireland.

Patricia's Highlights

Blackrock | 2007-2018

Director | Institutional Client Business

Seneca Capital Management | 1996-2001

Partner

Watson Wyatt Investment Consulting | 1994-1995

Manager | Investment Manager Research

Callan | 1989-1994

Consultant | Global Manager Research
Senior Analyst | Performance Measurement Group

About Metis

Bias-Averse Process

Where We Invest