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
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowAI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCommunicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowFundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now