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Julio L

Series 63, Series 65

Vail, CO

Private Lane Capital, LLC

Julio Lacayo is the sole advisor at Private Lane Capital, LLC in Vail, Colorado, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Family Focus Wealth Management, Fiduciary Trust International, Truist Financial Corporation, Bank of America, and Merrill. Private Lane Capital provides discretionary portfolio management primarily to high-net-worth individuals, families, and retirement plans, focusing on a concentrated, equity-driven strategy aimed at long-term capital appreciation. The firm employs both fundamental and technical analysis in its security selection and offers option strategies and private placement investments for qualified accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Retired
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