Ivana Shumberg, CGMA

Managing Director

Finance and Accounting

Ms. Shumberg is a Managing Director and FINOP (Financial and Operations Principal) of U.S. Capital Advisors LLC. She previously had her own firm working with high-net worth individuals providing expertise relating to the buying and selling of real estate and businesses, changing the management team for new acquisitions, the structuring of family offices and educational seminars on grant reviews to private foundations.  From 1990 to 2001 Ms. Shumberg was the CFO and EVP of the Redstone Group and COO of the owner’s family office with responsibilities of closing transactions, financing, managing construction projects, tax compliance, setting up and managing the private foundation and other family assets.

Ms. Shumberg is a Certified Public Accountant. Her professional affiliations include memberships in the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Houston CPA Society, the Houston Estate and Financial Forum and the Association of Financial Professionals. She attended Sam Houston State University.

Ms. Shumberg has given much of her time to the community. Some of her activities include serving as a Child Advocate as well as a board member, Prepared 4 Life board member, Steering Committee for The Rose, and a founder for The Women in Philanthropy.