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 23 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 19 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
Mark Merlet

Mark's Highlights

Cortina Asset Management | 2004-2015

Managing Director – Institutional Sales

Abn Amro Asset Management | 2001-2004

Vice President | Asset Management Distribution

PPM America, Inc. | 1998-2001

Manager- Institutional Sales
Institutional Marketing Associate

Heartland Advisors, Inc. | 1995-1998

Third Party Sales
Product Manager

Kemper Clearing Corporation | 1994-1995

Mutual Fund Branch Services

Mark Merlet

Director - Institutional Sales

Mark is the Director of Institutional Sales at Metis Global Partners. He is responsible for new business development and consultant relations. Mark works closely with the Metis investment team and is actively involved with relationship management for the firm’s clients.

Mark has 22 years of experience in the asset management industry. Most recently Mark spent ten years at Cortina Asset Management leading institutional business development, consultant relations, family offices, OCIO firms, and sub-advisory channels. Prior to that, Mark held a variety of sales and distribution roles at both large and boutique firms.

Mark earned a BA in finance from University Wisconsin – Milwaukee.

Mark's Highlights

Cortina Asset Management | 2004-2015

Managing Director – Institutional Sales

Abn Amro Asset Management | 2001-2004

Vice President | Asset Management Distribution

PPM America, Inc. | 1998-2001

Manager- Institutional Sales
Institutional Marketing Associate

Heartland Advisors, Inc. | 1995-1998

Third Party Sales
Product Manager

Kemper Clearing Corporation | 1994-1995

Mutual Fund Branch Services


Metis Global Partners
Antoinette Bing

Antoinette's Highlights

Herndon Capital Management | 2012-2016

Director – Marketing & Client Services
Vice President - Marketing & Client Services

BOE Securities, Inc. | 2004-2012

Senior Vice President – Sales & Trading
Sales Trader

The Malachi Group | 2002-2004

Equity Sales Trader

Antoinette Bing

Director - Operations

Antoinette is the Director of Operations at Metis Global Partners. She has oversight for general business management in areas including compliance, operations, marketing, and client service.

Antoinette has 14 years of experience in the asset management industry and institutional sales and trading. Most recently Antoinette led the marketing and client service efforts at Herndon Capital Management. Prior to that, Antoinette held a variety of roles on the sell-side that included responsibilities in sales, equity trading, equity research, compliance and operations.

Antoinette earned a BBA in finance from Saint Joseph’s University, and is currently pursuing an Executive MBA from the University of North Carolina, Kenan-Flagler Business School – Chapel Hill.

Antoinette's Highlights

Herndon Capital Management | 2012-2016

Director – Marketing & Client Services
Vice President - Marketing & Client Services

BOE Securities, Inc. | 2004-2012

Senior Vice President – Sales & Trading
Sales Trader

The Malachi Group | 2002-2004

Equity Sales Trader


Metis Global Partners
Chetana Tadepally

Chetana's Highlights

Brandes Investment Partners | 2006-2013

Relationship Manager/Team Lead | Middle Office
Senior Business Systems Analyst | Investments Group

Capital Group | 2005-2006

Senior Business Systems Analyst | Compliance Group

Strong Capital Management | 2001-2004

Business Unit Leader | Equity Trading
Senior Business Systems Analyst | Compliance Group

Chicago Board Options Exchange | 1999-2001

Business Analyst | Developer

Van Kampen Investments | 1998-1999

Project Lead | Developer

Chetana Tadepally

Director - Investment Systems and Technology

Chetana is the Investment Systems and Technology Director at Metis Global Partners. She has oversight of investment and business systems across the organization. She also works with the investment team to manage model processes and quality assurance of investment data.

Chetana has 19 years of experience as a business process solutions architect at mid-size to large investment management firms. Most recently, at Brandes Investment Partners, she provided strategic and tactical leadership in the evaluation, implementation, and overall solution delivery of firm initiatives for various departments including Research, Investments, Portfolio Management, Compliance and Trading. Prior to that, Chetana held various analyst and project lead roles at Capital Group, Strong Capital Management, CBOE, and Van Kampen Investments.

Chetana earned her master’s degree in computer applications from Osmania University (India).

Chetana's Highlights

Brandes Investment Partners | 2006-2013

Relationship Manager/Team Lead | Middle Office
Senior Business Systems Analyst | Investments Group

Capital Group | 2005-2006

Senior Business Systems Analyst | Compliance Group

Strong Capital Management | 2001-2004

Business Unit Leader | Equity Trading
Senior Business Systems Analyst | Compliance Group

Chicago Board Options Exchange | 1999-2001

Business Analyst | Developer

Van Kampen Investments | 1998-1999

Project Lead | Developer

About Metis

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