Michael Balt

Michael has more than two decades of experience serving the family office community.  He currently leads business development for AgilLink, a premier bill pay and general ledger accounting software provider.  In this role, he is focused on expanding AgilLink’s presence within the family office and registered investment advisor (RIA) market.  Prior to joining AgilLink, Michael spent much of his career at Citi Private Bank, where he played a key role in supporting global family office clients.  Notably, in 2016, he co-led the inaugural Family Office Leadership Program, a pioneering initiative that brought together C-suite executives from top family offices worldwide to share insights, collaborate, and elevate industry best practices.  Michael’s career has been defined by his commitment to understanding and supporting the evolving needs of family offices through technology, relationship-building, and thought leadership.