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Jeff Wheatley

Operating Partner at Milestone Partners

Jeff Wheatley is a seasoned financial executive with extensive experience in various leadership roles across multiple industries. Currently serving as Portfolio Chief Financial Officer at Portfolio CFO since 2019, Jeff provides fractional CFO services to entrepreneurs and CEOs. In addition, Jeff is the President of JJW Management Services, LLC, offering consulting and support to executives and investors in consumer finance and technology sectors, and holds the position of Operating Partner at Milestone Partners, focusing on leveraged buyouts in lower middle market businesses. Previous roles include CFO at SMART Financial Holdings, SVP-Finance at DFC Global Corp, and Executive Vice President at ARAMARK Education, alongside several progressive positions at ARAMARK and Rent-A-Center. Jeff started the professional journey as an Audit Manager at KPMG after earning a Bachelor of Science in Accounting from Baker University.

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