Colby PaineColby PaineClient Associate
About Colby
Colby Paine is a Client Associate at J.P. Morgan Wealth Management.
Colby provides dedicated client support and service to the Alta Group's clientele, helping them streamline their financial affairs. He fosters strong client relationships, contributing to the smooth operations of his team through dedicated service and duties that include money movement, account maintenance, the resolution of client inquiries and new account onboarding. Clients look to Colby as a welcoming presence who is eager to help them answer questions and reduce the administrative burdens that significant wealth can pose. Colby, in turn, is gratified to make clients' lives easier through his work effort and enthusiasm for tackling new challenges.
Colby joined J.P. Morgan Wealth Management in 2023. A graduate of Bucknell University, he earned his B.A. in Economics with a minor in Geography. He was also a four-year letter winner on the Varsity Water Polo Team, which reached the NCAA Division I Quarterfinals in both 2019 and 2020. Colby holds the FINRA Series 7 securities license and has passed the Securities Industry Essentials® (SIE®) Exam.
Originally from Marin County, Colby now lives in San Francisco. He enjoys surfing, open-water swimming in the Bay, prone paddle board racing and hiking. Colby also loves playing the piano and guitar—especially with others. An avid traveler, he enjoys returning to many Central American countries, including Nicaragua, Costa Rica, Guatemala, Panama and El Salvador. He is happy to share ideas about those destinations, while adding to his own "must see" list.
Insights
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
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May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now